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
$445M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$64.1M
2 +$36.2M
3 +$25.1M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$19.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$18.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.74%
2 Healthcare 6.13%
3 Consumer Discretionary 2.85%
4 Industrials 2.74%
5 Materials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$382K 0.09%
+4,471
102
$382K 0.09%
+4,038
103
$381K 0.09%
+14,074
104
$376K 0.08%
+1,768
105
$358K 0.08%
+700
106
$355K 0.08%
+4,972
107
$341K 0.08%
+5,391
108
$341K 0.08%
+3,461
109
$338K 0.08%
+4,200
110
$336K 0.08%
+2,172
111
$330K 0.07%
+2,732
112
$329K 0.07%
+1,490
113
$327K 0.07%
+913
114
$324K 0.07%
+6,072
115
$322K 0.07%
+1,407
116
$320K 0.07%
+5,087
117
$315K 0.07%
+2,170
118
$309K 0.07%
+2,178
119
$308K 0.07%
+3,105
120
$303K 0.07%
+8,541
121
$300K 0.07%
+4,087
122
$296K 0.07%
+964
123
$292K 0.07%
+4,566
124
$290K 0.07%
+3,280
125
$288K 0.06%
+5,150