FF

Fluent Financial Portfolio holdings

AUM $255M
1-Year Est. Return 5.67%
This Quarter Est. Return
1 Year Est. Return
+5.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$8.35M
3
+$5.37M
4
FIS icon
Fidelity National Information Services
FIS
+$3.18M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.94M

Top Sells

1
+$4.5M
2
+$3.83M
3
+$3.47M
4
AMZN icon
Amazon
AMZN
+$3.42M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.07M

Sector Composition

1 Consumer Staples 13.69%
2 Healthcare 4.82%
3 Consumer Discretionary 4.28%
4 Communication Services 3.41%
5 Utilities 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
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