FPAS

Focus Partners Advisor Solutions Portfolio holdings

AUM $8.82B
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Sells

1 +$2.17M
2 +$1.55M
3 +$1.53M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.21M
5
VB icon
Vanguard Small-Cap ETF
VB
+$714K

Sector Composition

1 Technology 3.76%
2 Healthcare 2.39%
3 Financials 1.78%
4 Industrials 1.3%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-4,183
452
-758