FAN

Financial Advisors Network Portfolio holdings

AUM $706M
1-Year Est. Return 13.32%
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$10.2M
3
+$7.12M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.35M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.52%
2 Technology 6.42%
3 Consumer Discretionary 4.1%
4 Consumer Staples 3.79%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.7K 0.01%
+167
227
$13.6K 0.01%
+200
228
$13.6K 0.01%
+391
229
$13.5K 0.01%
+282
230
$13.3K 0.01%
+400
231
$13.3K 0.01%
+338
232
$13.2K 0.01%
+4,720
233
$12.9K 0.01%
+243
234
$12.9K 0.01%
+230
235
$12.8K 0.01%
+983
236
$12.8K 0.01%
+240
237
$12.6K 0.01%
+1,129
238
$12.4K 0.01%
+259
239
$12.4K 0.01%
+33
240
$12.3K 0.01%
+251
241
$12.1K 0.01%
+400
242
$11.5K 0.01%
+451
243
$11.5K 0.01%
+106
244
$11K 0.01%
+614
245
$10.6K 0.01%
+153
246
$10.4K 0.01%
+300
247
$10.3K 0.01%
+564
248
$10.2K 0.01%
+97
249
$10.2K 0.01%
+146
250
$10.2K 0.01%
+93
8 9
10
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