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FF

Fairway Financial Portfolio holdings

AUM $132M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$249K
3
+$196K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$176K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$161K

Top Sells

1
+$8.39K

Sector Composition

1 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 14.87%
57,467
+787
2
$11M 8.66%
344,321
+1,145
3
$10.6M 8.33%
155,272
+2,429
4
$10.2M 8.05%
438,691
+7,812
5
$9.87M 7.78%
361,627
+9,221
6
$8.66M 6.82%
128,699
+1,237
7
$7.48M 5.9%
35,862
+524
8
$6.74M 5.31%
72,232
-96
9
$6.69M 5.28%
134,444
+2,014
10
$6M 4.73%
255,615
+4,715
11
$5.88M 4.63%
98,120
+1,333
12
$5.64M 4.44%
122,956
+4,270
13
$5.03M 3.97%
150,844
+2,025
14
$3.81M 3%
66,682
+1,012
15
$3.2M 2.52%
127,112
+3,927
16
$2.65M 2.09%
28,363
+856
17
$2.31M 1.82%
60,828
+3,318
18
$738K 0.58%
7,030
+638
19
$600K 0.47%
14,264
+1,483
20
$437K 0.34%
15,677
+1,540
21
$254K 0.2%
1,362
22
$226K 0.18%
2,435
+82