FA

Fedenia Advisers Portfolio holdings

AUM $252M
1-Year Est. Return 45.23%
This Quarter Est. Return
1 Year Est. Return
+45.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$2.14M
3 +$2.06M
4
NEM icon
Newmont
NEM
+$1.92M
5
TSLA icon
Tesla
TSLA
+$1.92M

Top Sells

1 +$2.12M
2 +$1.98M
3 +$1.95M
4
DASH icon
DoorDash
DASH
+$1.78M
5
HWM icon
Howmet Aerospace
HWM
+$1.73M

Sector Composition

1 Technology 19.21%
2 Financials 3.99%
3 Communication Services 3.85%
4 Consumer Discretionary 3.67%
5 Industrials 2.53%