FS
Financially Speaking Portfolio holdings
AUM $152M
This Quarter Return
+0.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
-$11.6M
(-7.9%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-8.28%
Top 10 Holdings %
Top 10 Hldgs %
97.42%
Holding
195
New
14
Increased
6
Reduced
28
Closed
118
Top Buys
| 1 |
Lockheed Martin
LMT
|
+$187K |
| 2 |
Northrop Grumman
NOC
|
+$153K |
| 3 |
iShares MSCI Germany ETF
EWG
|
+$56K |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$43.9K |
| 5 |
iShares MSCI Italy ETF
EWI
|
+$40.9K |
Top Sells
Sector Composition
| 1 | Financials | 4% |
| 2 | Technology | 0.55% |
| 3 | Industrials | 0.37% |
| 4 | Utilities | 0.18% |
| 5 | Healthcare | 0.18% |
