FA

Faithward Advisors Portfolio holdings

AUM $701M
1-Year Est. Return 32.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$6.55M
3 +$5.76M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.34M
5
MSCI icon
MSCI
MSCI
+$5.05M

Top Sells

1 +$15.6M
2 +$13.9M
3 +$12.3M
4
PODD icon
Insulet
PODD
+$4.54M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$4.2M

Sector Composition

1 Technology 13.54%
2 Healthcare 10.26%
3 Industrials 5.39%
4 Financials 4.95%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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