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
$364M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$13.6M
3 +$11.7M
4
RYAAY icon
Ryanair
RYAAY
+$9.57M
5
BP icon
BP
BP
+$8.91M

Top Sells

1 +$19.9M
2 +$6.93M
3 +$5.88M
4
LAZR icon
Luminar Technologies
LAZR
+$4.88M
5
LYG icon
Lloyds Banking Group
LYG
+$4.7M

Sector Composition

1 Financials 14.96%
2 Healthcare 13.96%
3 Consumer Discretionary 12.94%
4 Industrials 11.72%
5 Energy 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
0
852
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$0 ﹤0.01%
1
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863
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865
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$0 ﹤0.01%
+1
867
-25,857
868
-1,400
869
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870
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871
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872
$0 ﹤0.01%
100
873
-123,405
874
-15,385
875
-5,078