FA

FDx Advisors Portfolio holdings

AUM $196M
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.9M
3
+$5.06M
4
ABT icon
Abbott
ABT
+$4.79M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.65M

Top Sells

1
+$14.1M
2
+$9.9M
3
+$9.4M
4
MSFT icon
Microsoft
MSFT
+$8.8M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.82M

Sector Composition

1 Technology 21.84%
2 Healthcare 13.57%
3 Financials 10.49%
4 Communication Services 8.8%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
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