FS
Ferguson Shapiro Portfolio holdings
AUM
$297M
This Quarter Return
-1.88%
1 Year Return
+10.06%
3 Year Return
+26.11%
5 Year Return
+50.11%
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.09%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$27.1M |
| 2 |
Vanguard World Funds Extended Duration ETF
EDV
|
$22.4M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$22.1M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$16.5M |
| 5 |
SPDR Gold Trust
GLD
|
$9.43M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.56% |
| 2 | Consumer Discretionary | 0.43% |
