FAFN

First Affirmative Financial Network Portfolio holdings

AUM $163M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$350K
2 +$289K
3 +$255K
4
BR icon
Broadridge
BR
+$254K
5
AMGN icon
Amgen
AMGN
+$249K

Top Sells

1 +$1.45M
2 +$384K
3 +$280K
4
SEDG icon
SolarEdge
SEDG
+$242K
5
HE icon
Hawaiian Electric Industries
HE
+$232K

Sector Composition

1 Technology 20.43%
2 Healthcare 10.87%
3 Financials 10.07%
4 Consumer Discretionary 5.99%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-398