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
$238M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.34M
3
+$3.2M
4
MDLZ icon
Mondelez International
MDLZ
+$2.62M
5
HIG icon
Hartford Financial Services
HIG
+$2.37M

Top Sells

1
+$3.47M
2
+$3.43M
3
+$2.28M
4
KO icon
Coca-Cola
KO
+$1.89M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Sector Composition

1 Industrials 17.26%
2 Technology 15.41%
3 Financials 12.48%
4 Consumer Staples 11.9%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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143
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144
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