FIT

Financially in Tune Portfolio holdings

AUM $116M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$595K
2 +$314K
3 +$93.2K
4
AAPL icon
Apple
AAPL
+$88K
5
SPGI icon
S&P Global
SPGI
+$68.2K

Sector Composition

1 Technology 2.84%
2 Financials 1.62%
3 Communication Services 0.79%
4 Consumer Discretionary 0.76%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSCO
76
FS Credit Opportunities Corp
FSCO
$1B
$88.2K 0.08%
17,285
PNI
77
PIMCO New York Municipal Income Fund II
PNI
$78M
$72.1K 0.06%
+10,531
VCIT icon
78
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.4B
-3,753