FA

Financial Advantage Portfolio holdings

AUM $65.2M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$2.87M
3 +$108K
4
FNB icon
FNB Corp
FNB
+$107K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$99.2K

Top Sells

1 +$3.01M
2 +$1.34M
3 +$1.23M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$347K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$22.1K

Sector Composition

1 Communication Services 15.02%
2 Financials 14.32%
3 Consumer Discretionary 10.44%
4 Industrials 9.43%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$15K 0.01%
100
102
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+159
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$14K 0.01%
467
104
$13K 0.01%
800
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4
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100
108
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$11K 0.01%
310
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$10K 0.01%
550
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$9K 0.01%
128
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+105
113
$8K 0.01%
+130
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$8K 0.01%
199
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$7K 0.01%
200
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100
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104
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$6K 0.01%
256
119
$6K 0.01%
+78
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$5K ﹤0.01%
+65
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$5K ﹤0.01%
240
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$4K ﹤0.01%
55
123
$4K ﹤0.01%
241
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$4K ﹤0.01%
+94
125
$3K ﹤0.01%
49