FAFN

First Affirmative Financial Network Portfolio holdings

AUM $213M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
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 +$258K
2 +$232K
3 +$228K
4
BMO icon
Bank of Montreal
BMO
+$227K
5
CP icon
Canadian Pacific Kansas City
CP
+$226K

Top Sells

1 +$407K
2 +$319K
3 +$306K
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 6.77%
4 Consumer Discretionary 4.89%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,536