FFA

Fi3 Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.27M
2 +$3.56M
3 +$1.59M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.26M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$983K

Top Sells

1 +$25.8M
2 +$1.39M
3 +$545K
4
PLD icon
Prologis
PLD
+$506K
5
VB icon
Vanguard Small-Cap ETF
VB
+$416K

Sector Composition

1 Industrials 7.04%
2 Healthcare 6.68%
3 Technology 4.01%
4 Financials 3.32%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$75K 0.05%
+12,000
52
-4,038
53
-171,698
54
-5,700