FSA
Fort Sheridan Advisors Portfolio holdings
AUM
$787M
1-Year Est. Return
23.92%
This Fund
S&P 500
1 Year Est. Return
+23.92%
AUM
$787M
AUM Growth
+$22.5M
(+2.9%)
Holding
276
Top Buys
| 1 | +$821K | |
| 2 | +$426K | |
| 3 | +$364K | |
| 4 |
Merck
MRK
|
+$320K |
| 5 |
Lockheed Martin
LMT
|
+$314K |
Top Sells
| 1 | +$765K | |
| 2 | +$457K | |
| 3 | +$433K | |
| 4 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$403K |
| 5 |
Oracle
ORCL
|
+$392K |
Sector Composition
| 1 | Technology | 30.24% |
| 2 | Financials | 19.38% |
| 3 | Energy | 10.87% |
| 4 | Communication Services | 8.26% |
| 5 | Healthcare | 7.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Aon
AON
$72.4B
| – | – |
-566
|
|