FIA

FNY Investment Advisers Portfolio holdings

AUM $235M
1-Year Est. Return 45.4%
This Quarter Est. Return
1 Year Est. Return
+45.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165K
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1 +$6.87K
2 +$6.26K
3 +$4.72K
4
AVGO icon
Broadcom
AVGO
+$4.05K
5
MMM icon
3M
MMM
+$2.96K

Sector Composition

1 Industrials 16.51%
2 Technology 15.99%
3 Consumer Discretionary 15.74%
4 Healthcare 6.65%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
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728
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730
$0 ﹤0.01%
+100
731
-10,000
732
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240
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735
0
736
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737
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738
-8,729
739
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740
0
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745
0
746
$0 ﹤0.01%
+100
747
-16,800
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750
0