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
$186M
AUM Growth
-$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$818K
3 +$791K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$697K
5
AAPL icon
Apple
AAPL
+$364K

Top Sells

1 +$638K
2 +$634K
3 +$532K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$338K
5
USRT icon
iShares Core US REIT ETF
USRT
+$331K

Sector Composition

1 Industrials 7.33%
2 Healthcare 6.83%
3 Technology 6.63%
4 Financials 2.99%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,121
77
-5,512
78
-2,166
79
-1,307