FAN
Financial Advisors Network Portfolio holdings
AUM
$724M
1-Year Est. Return
14.91%
This Fund
S&P 500
1 Year Est. Return
+14.91%
AUM
$730M
AUM Growth
+$23.5M
(+3.3%)
Holding
203
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.61M | |
| 3 | +$1.18M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.05M |
| 5 |
Edwards Lifesciences
EW
|
+$715K |
Top Sells
| 1 | +$932K | |
| 2 | +$808K | |
| 3 | +$636K | |
| 4 |
Cardinal Health
CAH
|
+$478K |
| 5 |
VeriSign
VRSN
|
+$280K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Healthcare | 7.53% |
| 3 | Consumer Discretionary | 3.06% |
| 4 | Communication Services | 2.44% |
| 5 | Consumer Staples | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
VeriSign
VRSN
$27.1B
| – | – |
-1,003
|
|
||
202
iShares Bitcoin Trust
IBIT
$51.9B
| – | – |
-3,743
|
|
||
|
IPG
203
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-22,785
|
|