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
$129M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$808K
2 +$556K
3 +$221K
4
BA icon
Boeing
BA
+$204K
5
AMZN icon
Amazon
AMZN
+$176K

Top Sells

1 +$7.87M
2 +$2.94M
3 +$1.76M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.04M

Sector Composition

1 Industrials 7.26%
2 Healthcare 6.86%
3 Technology 4.68%
4 Financials 4.07%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-664
52
-436
53
-1,167