FA

FDx Advisors Portfolio holdings

AUM $334M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.83M

Sector Composition

1 Technology 19.27%
2 Healthcare 12.72%
3 Financials 9.9%
4 Consumer Discretionary 7.79%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$121K 0.01%
19,242
727
$119K 0.01%
10,158
728
$114K 0.01%
11,943
729
$112K ﹤0.01%
16,658
730
$100K ﹤0.01%
12,255
731
$97K ﹤0.01%
12,223
732
$96K ﹤0.01%
14,790
733
$94K ﹤0.01%
1,395
734
$73K ﹤0.01%
712
735
$72K ﹤0.01%
15,435
736
$64K ﹤0.01%
13,445
737
$59K ﹤0.01%
11,380
738
$58K ﹤0.01%
17,014
739
$37K ﹤0.01%
12,480