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
$224M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$8.38M
3 +$5.43M
4
AAPL icon
Apple
AAPL
+$5.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.46M

Top Sells

1 +$220K

Sector Composition

1 Technology 24.13%
2 Financials 16.52%
3 Healthcare 12.17%
4 Industrials 8.47%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,761