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
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$1.18M
3 +$1.18M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$912K

Sector Composition

1 Technology 7.15%
2 Healthcare 6.34%
3 Consumer Discretionary 3.59%
4 Industrials 2.16%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,482
152
-2,090
153
-4,550