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F
FolioMetrix Portfolio holdings
AUM
$239M
This Fund
S&P 500
This Quarter
Est. Return
+5.71%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
102.53%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
228
New
228
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$5.47M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.35M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4.35M |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$3.66M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.97% |
| 2 | Healthcare | 6.94% |
| 3 | Industrials | 5.92% |
| 4 | Consumer Discretionary | 5.14% |
| 5 | Energy | 3.03% |
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