FFA
Fi3 Financial Advisors Portfolio holdings
AUM
$327M
1-Year Est. Return
23.67%
This Fund
S&P 500
1 Year Est. Return
+23.67%
AUM
$327M
AUM Growth
+$31.2M
(+11%)
Holding
201
Top Buys
| 1 | +$2.94M | |
| 2 | +$2.06M | |
| 3 | +$1.16M | |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$1.03M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$760K |
Top Sells
| 1 | +$2.23M | |
| 2 | +$1.07M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$835K |
| 5 |
HI
Hillenbrand
HI
|
+$502K |
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Healthcare | 8% |
| 3 | Financials | 5.4% |
| 4 | Industrials | 4.69% |
| 5 | Consumer Discretionary | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
DoorDash
DASH
$72.5B
| – | – |
-1,537
|
|