FAM

Flaharty Asset Management Portfolio holdings

AUM $485M
1-Year Est. Return 10.09%
This Quarter Est. Return
1 Year Est. Return
+10.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Sells

1 +$1.15M
2 +$275K
3 +$24.3K

Sector Composition

1 Healthcare 2.29%
2 Technology 1.12%
3 Consumer Staples 0.24%
4 Energy 0.19%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.13%
+4,026
52
$203K 0.13%
+4,136
53
$201K 0.13%
+6,089
54
$180K 0.11%
+4,205
55
$97K 0.06%
+2,250
56
$88K 0.06%
+15,636
57
$37K 0.02%
+37
58
-15,108