FSI
Flow State Investments Portfolio holdings
AUM
$226M
1-Year Return
4.82%
This Quarter Return
+2.46%
1 Year Return
+4.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$27.5M
(+10%)
Cap. Flow
-$126M
Cap. Flow
% of AUM
-42.61%
Top 10 Holdings %
Top 10 Hldgs %
38.79%
Holding
281
New
59
Increased
93
Reduced
23
Closed
56
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 23.13% |
| 2 | Real Estate | 5.08% |
| 3 | Healthcare | 3.29% |
| 4 | Technology | 2.39% |
| 5 | Consumer Discretionary | 1.25% |