FCIM

Fairview Capital Investment Management Portfolio holdings

AUM $1.93B
1-Year Est. Return 21.02%
This Quarter Est. Return
1 Year Est. Return
+21.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

1 +$17.6M
2 +$10.9M
3 +$10.7M
4
OKE icon
Oneok
OKE
+$6.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.97M

Sector Composition

1 Financials 18.18%
2 Communication Services 14.39%
3 Technology 11.32%
4 Energy 8.78%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$204K 0.01%
+2,026
152
-9,695
153
-1,054
154
-1,900