FG

Fairman Group Portfolio holdings

AUM $122M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$598K
3 +$107K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$23.3K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$17.1K

Top Sells

1 +$6.2M
2 +$2.34M
3 +$626K
4
AAPL icon
Apple
AAPL
+$350K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$333K

Sector Composition

1 Technology 31.17%
2 Financials 10.57%
3 Healthcare 5.52%
4 Industrials 4.41%
5 Consumer Discretionary 1.54%