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
$173M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$2.64M
3
+$1.75M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.51M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.35M

Top Sells

1
+$4.51M
2
+$2.55M
3
+$1.39M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M
5
HUM icon
Humana
HUM
+$1.04M

Sector Composition

1 Technology 8.67%
2 Healthcare 7.37%
3 Industrials 4.84%
4 Consumer Discretionary 4.03%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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118
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