FNA

First National Advisers Portfolio holdings

AUM $683M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.5M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$955K
2 +$920K
3 +$614K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$540K
5
AMZN icon
Amazon
AMZN
+$529K

Top Sells

1 +$268K

Sector Composition

1 Technology 23.07%
2 Healthcare 14.46%
3 Financials 12.89%
4 Industrials 9.27%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$76K 0.11%
+4,939
127
$53K 0.08%
+200
128
$30K 0.04%
+1,705
129
$2K ﹤0.01%
19
-2,547