We are live on ! Find out more
FA

FDx Advisors Portfolio holdings

AUM $313M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$8.71M
3 +$3.53M
4
AVGO icon
Broadcom
AVGO
+$3.27M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.03M

Sector Composition

1 Technology 13.23%
2 Healthcare 7.45%
3 Financials 6.29%
4 Consumer Discretionary 5.53%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-2,906
702
-6,946
703
-5,051
704
-15,743
705
-1,775
706
-4,335
707
-3,280
708
-913
709
-340
710
-3,833
711
-12,345
712
-11,601
713
-2,560
714
-3,852
715
-6,876
716
-10,206
717
-618
718
-2,023
719
-6,954
720
-6,321
721
-10,893
722
-86,499