FG

Fairman Group Portfolio holdings

AUM $117M
1-Year Est. Return 5.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.24%
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
+$2.86M
2
+$2.08M
3
+$1.68M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$165K
5
MSTR icon
Strategy Inc
MSTR
+$63.5K

Top Sells

1
+$6.21M
2
+$4.55M
3
+$661K
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$333K
5
AAPL icon
Apple
AAPL
+$324K

Sector Composition

1 Technology 31.17%
2 Financials 10.57%
3 Healthcare 5.52%
4 Industrials 4.41%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
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