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FA
Financial Advisors Portfolio holdings
AUM
$564M
1-Year Est. Return
12.83%
This Fund
S&P 500
1 Year Est. Return
+12.83%
AUM
$564M
AUM Growth
+$27.4M
(+5.1%)
Holding
82
Top Buys
| 1 | +$573K | |
| 2 | +$416K | |
| 3 | +$295K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$201K |
| 5 |
Goldman Sachs
GS
|
+$200K |
Top Sells
| 1 | +$3.18M | |
| 2 | +$2.05M | |
| 3 | +$1.43M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.23M |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$1.2M |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Communication Services | 1.55% |
| 3 | Financials | 1.23% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$180B
| $236K | 0.04% |
2,060
|
|
||
|
77
Goldman Sachs
GS
$323B
| $215K | 0.04% |
+270
|
|
||
78
Sherwin-Williams
SHW
$79.1B
| $208K | 0.04% |
600
|
|
||
|
79
Vanguard High Dividend Yield ETF
VYM
$78.3B
| $206K | 0.04% |
+1,465
|
|
||
80
Vanguard Growth ETF
VUG
$225B
| $205K | 0.04% |
+2,562
|
|
||
81
Innovative Solutions & Support
ISSC
$308M
| – | – |
-10,000
|
|
||
82
CSX Corp
CSX
$84.8B
| – | – |
-11,289
|
|