FA

Financial Advantage Portfolio holdings

AUM $65.2M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.59M
3
+$449K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$219K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$118K

Top Sells

1
+$1.79M
2
+$1.79M
3
+$190K
4
AEP icon
American Electric Power
AEP
+$172K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Financials 14.95%
2 Communication Services 13.7%
3 Industrials 11.16%
4 Healthcare 11.1%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
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