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
151
$205K 0.05%
+1,842
152
$205K 0.05%
+4,877
153
$204K 0.05%
+2,372
154
$203K 0.05%
+5,000
155
$202K 0.05%
+1,672
156
$201K 0.05%
+5,611
157
$187K 0.04%
+10,614
158
$172K 0.04%
+14,401
159
$168K 0.04%
+21,935
160
$49.1K 0.01%
+27,563
161
$44.3K 0.01%
+10,633
162
$28.8K 0.01%
+17,425