FSA

Financial Services Advisory Portfolio holdings

AUM $260M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$11.5M
3 +$10.9M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$9.5M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.78M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$498K 0.37%
+34,850