FSA

Financial Sense Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 33.38%
This Quarter Est. Return
1 Year Est. Return
+33.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$33.5M
2 +$21.9M
3 +$9.24M
4
WMT icon
Walmart
WMT
+$6.86M
5
MO icon
Altria Group
MO
+$4.3M

Top Sells

1 +$5.09M
2 +$4.37M
3 +$3.31M
4
RF icon
Regions Financial
RF
+$3M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$1.88M

Sector Composition

1 Consumer Staples 7.5%
2 Healthcare 6.95%
3 Technology 6.22%
4 Real Estate 2.09%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,859
77
-168,785
78
-91,760
79
-10,272
80
-49,361
81
-21,309