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
826
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827
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828
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829
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830
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831
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832
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833
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$0 ﹤0.01%
+30
839
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0
842
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843
-2,000
844
-10,698
845
$0 ﹤0.01%
+50
846
$0 ﹤0.01%
30
+25
847
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