FPAS
Focus Partners Advisor Solutions Portfolio holdings
AUM
$7.49B
This Quarter Return
-12.54%
1 Year Return
+12.88%
3 Year Return
+46.74%
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
+$1.19B
(+18%)
Cap. Flow
+$322M
Cap. Flow
% of AUM
27.1%
Top 10 Holdings %
Top 10 Hldgs %
54.56%
Holding
404
New
75
Increased
195
Reduced
76
Closed
41
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$10.9M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.37M |
| 3 |
LPL Financial
LPLA
|
$3.25M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$3.06M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.89M |
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Financials | 2.07% |
| 3 | Healthcare | 1.64% |
| 4 | Industrials | 1.62% |
| 5 | Consumer Discretionary | 1.39% |