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
$86.4M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$248K
3 +$246K
4
QCOM icon
Qualcomm
QCOM
+$232K
5
BEPC icon
Brookfield Renewable
BEPC
+$228K

Top Sells

1 +$410K
2 +$319K
3 +$310K
4
PNC icon
PNC Financial Services
PNC
+$277K
5
MS icon
Morgan Stanley
MS
+$260K

Sector Composition

1 Technology 15.57%
2 Healthcare 9.85%
3 Financials 6.75%
4 Consumer Discretionary 4.9%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,536