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
$3.48B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1 +$75.8M
2 +$65.7M
3 +$41.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$33.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$25.9M

Sector Composition

1 Financials 6.3%
2 Healthcare 5.56%
3 Technology 5.45%
4 Industrials 4.6%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-6,895
1177
-94,625