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
$78.6M
AUM Growth
-$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$696K
2 +$395K
3 +$251K
4
TXN icon
Texas Instruments
TXN
+$224K
5
ENPH icon
Enphase Energy
ENPH
+$221K

Top Sells

1 +$880K
2 +$839K
3 +$271K
4
LRCX icon
Lam Research
LRCX
+$255K
5
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$241K

Sector Composition

1 Technology 10.88%
2 Healthcare 9.23%
3 Financials 7.01%
4 Real Estate 5.55%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,920