FFA

Fairfield Financial Advisors Portfolio holdings

AUM $297M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$20.8M
3 +$12.3M
4
AMZN icon
Amazon
AMZN
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.89%
2 Healthcare 9.04%
3 Financials 6.01%
4 Consumer Discretionary 4.41%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$19.9K 0.01%
+230
127
$19.8K 0.01%
+108
128
$19.7K 0.01%
+43
129
$19.3K 0.01%
+513
130
$18.9K 0.01%
+211
131
$18.6K 0.01%
+455
132
$18.4K 0.01%
+338
133
$17.8K 0.01%
+520
134
$17.6K 0.01%
+148
135
$17.3K 0.01%
+237
136
$17.2K 0.01%
+920
137
$16.9K 0.01%
+127
138
$16.5K 0.01%
+445
139
$16.1K 0.01%
+32
140
$16.1K 0.01%
+247
141
$15.7K 0.01%
+194
142
$15.7K 0.01%
+95
143
$15.5K 0.01%
+140
144
$15.4K 0.01%
+130
145
$15.3K 0.01%
+100
146
$15.3K 0.01%
+87
147
$14.4K 0.01%
+700
148
$14.4K 0.01%
+275
149
$14.4K 0.01%
+78
150
$14K 0.01%
+50