FSA

Fort Sheridan Advisors Portfolio holdings

AUM $702M
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.11M
3 +$911K
4
AMZN icon
Amazon
AMZN
+$910K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$871K

Sector Composition

1 Technology 29.97%
2 Financials 19.52%
3 Energy 13.55%
4 Healthcare 6.96%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-736
252
-2,931
253
-837
254
-1,370
255
-295
256
-5,700
257
-2,375
258
-5,530
259
-972
260
-13,198
261
-1,302
262
-1,401
263
-12,000
264
-18,058