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
176
$8.72K ﹤0.01%
+300
177
$8.66K ﹤0.01%
+208
178
$8.31K ﹤0.01%
+75
179
$8.02K ﹤0.01%
+35
180
$7.55K ﹤0.01%
+265
181
$7.37K ﹤0.01%
+35
182
$7.36K ﹤0.01%
+100
183
$7.34K ﹤0.01%
+117
184
$7.25K ﹤0.01%
+515
185
$6.97K ﹤0.01%
+101
186
$6.95K ﹤0.01%
+121
187
$6.94K ﹤0.01%
+90
188
$6.77K ﹤0.01%
+25
189
$6.74K ﹤0.01%
+255
190
$6.49K ﹤0.01%
+31
191
$6.48K ﹤0.01%
+52
192
$6.44K ﹤0.01%
+200
193
$6.38K ﹤0.01%
+31
194
$6.28K ﹤0.01%
+72
195
$5.7K ﹤0.01%
+124
196
$5.65K ﹤0.01%
+205
197
$5.57K ﹤0.01%
+134
198
$5.54K ﹤0.01%
+50
199
$5.54K ﹤0.01%
+309
200
$4.81K ﹤0.01%
+110
6 7
8
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