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FFA
Fairfield Financial Advisors Portfolio holdings
AUM
$290M
1-Year Est. Return
15.81%
This Fund
S&P 500
1 Year Est. Return
+15.81%
AUM
$290M
AUM Growth
-$16.6M
(-5.4%)
Holding
75
Top Buys
| 1 | +$469K | |
| 2 | +$438K | |
| 3 | +$327K | |
| 4 |
NRG Energy
NRG
|
+$266K |
| 5 |
Welltower
WELL
|
+$252K |
Top Sells
| 1 | +$715K | |
| 2 | +$317K | |
| 3 | +$311K | |
| 4 |
NVO
Novo Nordisk
NVO
|
+$309K |
| 5 |
Apple
AAPL
|
+$235K |
Sector Composition
| 1 | Technology | 11.85% |
| 2 | Healthcare | 7.99% |
| 3 | Financials | 6.44% |
| 4 | Industrials | 6.16% |
| 5 | Communication Services | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fortinet
FTNT
$101B
| $244K | 0.08% |
2,980
|
|
||
52
Walt Disney
DIS
$172B
| – | – |
-1,897
|
|
||
|
NVO
53
Novo Nordisk
NVO
$187B
| – | – |
-6,066
|
|