FAN

Financial Advisors Network Portfolio holdings

AUM $706M
1-Year Est. Return 13.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$2.26M
2 +$1.7M
3 +$1.01M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$327K
5
NUE icon
Nucor
NUE
+$219K

Sector Composition

1 Industrials 7%
2 Technology 6.24%
3 Consumer Staples 4.35%
4 Consumer Discretionary 3.87%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-100
477
-136
478
-100
479
-1,091
480
-69
481
-188
482
-1,201
483
-2,755
484
-102
485
-97
486
-67
487
-1,012
488
-136
489
-12
490
-217
491
-350
492
-35
493
-65
494
-230
495
-127
496
-635
497
-181
498
-90
499
-353
500
-451