FA

Financial Advisors Portfolio holdings

AUM $537M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.29%
2 Healthcare 2.29%
3 Energy 2.16%
4 Industrials 1.99%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$234K 0.19%
+5,088
52
$233K 0.19%
+2,421
53
$231K 0.19%
+2,362
54
$229K 0.19%
+2,126
55
$229K 0.19%
+2,063
56
$224K 0.18%
+10,800
57
$224K 0.18%
+4,180
58
$35K 0.03%
+10,900