FAM

Flaharty Asset Management Portfolio holdings

AUM $787M
1-Year Est. Return 7.64%
This Quarter Est. Return
1 Year Est. Return
+7.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.95M
3
+$4.16M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$3.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.34M

Top Sells

1
+$3.1M
2
+$1.66M
3
+$1.3M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.25M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.05M

Sector Composition

1 Technology 1.55%
2 Healthcare 1.36%
3 Consumer Discretionary 0.58%
4 Communication Services 0.44%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.05%
+404
102
$43K 0.01%
+1,321
103
– –
-1,920
104
– –
-5,687
105
– –
-3,687
1 2 3 4
5