FAM

Foothills Asset Management Portfolio holdings

AUM $115M
1-Year Est. Return 3.78%
This Quarter Est. Return
1 Year Est. Return
-3.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.67M
2 +$5.7M
3 +$5.26M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.64M
5
BND icon
Vanguard Total Bond Market
BND
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.3%
2 Healthcare 8.18%
3 Industrials 6.98%
4 Consumer Staples 5.13%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.18%
+4,275
52
$208K 0.17%
+2,900
53
$104K 0.09%
+12,269