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FAM

Foothills Asset Management Portfolio holdings

AUM $115M
1-Year Est. Return 3.78%
This Fund
S&P 500
This Quarter Est. Return
+3.93%
1 Year Est. Return
-3.78%
3 Year Est. Return
+8.84%
5 Year Est. Return
+28.64%
10 Year Est. Return
AUM
$130M
AUM Growth
-$146K
Cap. Flow
-$4.68M
Cap. Flow %
-3.59%
Top 10 Hldgs %
36.59%
Holding
63
New
4
Increased
5
Reduced
48
Closed
1
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$159B
$7.05M 5.4%
89,534
-9,103
-9% -$720K
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$114B
$6.63M 5.09%
176,150
-4,092
-2% -$150K
IGSB icon
3
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$6.37M 4.88%
122,927
-4,425
-3% -$229K
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$5.05M 3.87%
64,642
+2,747
+4% +$215K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$4.85M 3.72%
16,676
-549
-3% -$156K
MINT icon
6
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$3.92M 3.01%
38,588
-5,531
-13% -$561K
VMBS icon
7
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$3.77M 2.89%
+73,947
New +$3.79M
XLV icon
8
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$3.53M 2.71%
37,142
-390
-1% -$35.2K
AAPL icon
9
Apple
AAPL
$4.9T
$3.33M 2.55%
58,964
-3,440
-6% -$179K
V icon
10
Visa
V
$682B
$3.23M 2.48%
21,533
-645
-3% -$91.7K
BKLN icon
11
Invesco Senior Loan ETF
BKLN
$7.19B
$3.17M 2.43%
136,741
-6,569
-5% -$151K
XLY icon
12
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$3.16M 2.42%
53,882
-1,140
-2% -$64.9K
BDX icon
13
Becton Dickinson
BDX
$43.6B
$2.84M 2.18%
11,164
-413
-4% -$102K
VWO icon
14
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$2.8M 2.14%
68,205
-1,990
-3% -$83.7K
VCIT icon
15
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$2.69M 2.06%
32,194
+100
+0.3% +$8.38K
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$658B
$2.68M 2.06%
17,917
-210
-1% -$30.9K
KRE icon
17
State Street SPDR S&P Regional Banking ETF
KRE
$4.97B
$2.64M 2.02%
44,420
-1,130
-2% -$70.4K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$2.63M 2.02%
97,678
-1,590
-2% -$43.3K
XLE icon
19
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2.57M 1.97%
67,864
-1,610
-2% -$60.4K
XBI icon
20
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$2.57M 1.97%
26,770
-1,100
-4% -$107K
CVX icon
21
Chevron
CVX
$373B
$2.52M 1.93%
20,614
-477
-2% -$57.9K
HON icon
22
Honeywell
HON
$71.3B
$2.52M 1.93%
16,770
-659
-4% -$93.4K
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.23T
$2.49M 1.91%
41,240
-1,160
-3% -$70.2K
ICE icon
24
Intercontinental Exchange
ICE
$79B
$2.48M 1.9%
33,149
-1,391
-4% -$105K
GVI icon
25
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$2.46M 1.88%
22,873
+5,918
+35% +$637K

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Foothills Asset Management's Q3 2018 Portfolio in Review

As of Q3 2018, Foothills Asset Management held 63 positions worth $130M, down 0.11% from $131M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Foothills Asset Management withdrew a net $4.68M in Q3 2018, closing 1 position and reducing 48 holdings. Its most notable exit was State Street SPDR S&P Oil & Gas Exploration & Production ETF, an estimated $2.33M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 5.9% of assets, up from 5.7% a quarter earlier, followed by Financials and Industrials.

Against the trend, Foothills Asset Management opened a new position in Vanguard Mortgage-Backed Securities ETF worth $3.77M.

  • Foothills Asset Management's largest Q3 2018 buy was Vanguard Mortgage-Backed Securities ETF: 73,947 shares worth $3.77M.
  • Foothills Asset Management added most to iShares Intermediate Government/Credit Bond ETF in Q3 2018, an estimated $637K increase.
  • Foothills Asset Management's biggest Q3 2018 reduction was iShares 5-10 Year Investment Grade Corporate Bond ETF, cutting an estimated $3.02M.
  • Foothills Asset Management fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2018, selling an estimated $2.33M.
  • Foothills Asset Management's ten largest holdings make up 37% of its $130M portfolio in Q3 2018.
  • Foothills Asset Management opened 4 new positions and closed 1 in Q3 2018.
  • Foothills Asset Management's portfolio value fell 0.11% quarter-over-quarter to $130M.

Based on Foothills Asset Management's 13F filing for Q3 2018, filed 17 Oct 2018.