FNA
First National Advisers Portfolio holdings
AUM
$683M
1-Year Est. Return
15.72%
1 Year Est. Return
+15.72%
AUM
$683M
AUM Growth
+$58.2M
(+9.3%)
Holding
226
Top Buys
| 1 | +$3.97M | |
| 2 | +$2.76M | |
| 3 | +$2.06M | |
| 4 |
Quest Diagnostics
DGX
|
+$1.61M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.35M |
Top Sells
| 1 | +$2.54M | |
| 2 | +$1.89M | |
| 3 | +$1.81M | |
| 4 |
CDW
CDW
|
+$1.55M |
| 5 |
Amphenol
APH
|
+$1.39M |
Sector Composition
| 1 | Technology | 26.89% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 8.56% |
| 4 | Healthcare | 8.13% |
| 5 | Industrials | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Upbound Group
UPBD
$1.3B
| – | – |
-8,395
|
|