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
$100M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$369K
3 +$324K
4
JPM icon
JPMorgan Chase
JPM
+$316K
5
TU icon
Telus
TU
+$303K

Sector Composition

1 Technology 19.27%
2 Healthcare 9.9%
3 Financials 9.07%
4 Consumer Discretionary 5.63%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,755
202
-15,829
203
-169