FPAS
Focus Partners Advisor Solutions Portfolio holdings
AUM
$7.49B
1-Year Return
12.88%
This Quarter Return
+3.79%
1 Year Return
+12.88%
3 Year Return
+46.74%
5 Year Return
–
10 Year Return
–
AUM
$1.8B
AUM Growth
+$250M
(+16%)
Cap. Flow
+$190M
Cap. Flow
% of AUM
10.57%
Top 10 Holdings %
Top 10 Hldgs %
56.76%
Holding
414
New
58
Increased
192
Reduced
104
Closed
37
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$13.5M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
$9.06M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.91M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$7.17M |
| 5 |
Avantis International Equity ETF
AVDE
|
$6.67M |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Healthcare | 1.97% |
| 3 | Financials | 1.25% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Industrials | 0.96% |
