FA

FDx Advisors Portfolio holdings

AUM $327M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.01B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$5.96M
3 +$4.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$4.63M

Top Sells

1 +$8.06M
2 +$7.3M
3 +$5.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.53M
5
MBB icon
iShares MBS ETF
MBB
+$4.4M

Sector Composition

1 Technology 23.26%
2 Healthcare 13.29%
3 Financials 11.22%
4 Communication Services 11.02%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$208K 0.01%
+2,007
777
$207K 0.01%
+2,498
778
$207K 0.01%
+2,079
779
$206K 0.01%
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780
$205K 0.01%
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$205K 0.01%
6,335
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$203K 0.01%
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$203K 0.01%
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$203K 0.01%
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$200K 0.01%
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$178K 0.01%
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$174K 0.01%
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$154K 0.01%
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$151K 0.01%
11,969
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800
$150K 0.01%
15,827
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