FS
Financial Symmetry Portfolio holdings
AUM
$194M
1-Year Return
14.04%
This Quarter Return
+6.41%
1 Year Return
+14.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$14.5M
(+11%)
Cap. Flow
+$6.4M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
81.84%
Holding
46
New
5
Increased
24
Reduced
6
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$152K |
| 2 |
Broadcom
AVGO
|
$89.4K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$40.1K |
| 4 |
Apple
AAPL
|
$37.5K |
| 5 |
IBM
IBM
|
$5.08K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Consumer Discretionary | 1% |
| 3 | Communication Services | 0.93% |
| 4 | Healthcare | 0.39% |
| 5 | Consumer Staples | 0.19% |
