FAN

Financial Advisors Network Portfolio holdings

AUM $662M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$1.15M
2 +$1.03M
3 +$275K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$205K
5
MAS icon
Masco
MAS
+$115K

Sector Composition

1 Technology 9.19%
2 Healthcare 7.04%
3 Industrials 4.67%
4 Consumer Discretionary 4.47%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.11%
+10,029
102
$210K 0.11%
+2,837
103
$209K 0.11%
+4,716
104
$201K 0.11%
1,087
-44
105
$125K 0.07%
10,301
106
-6,228