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
$764M
AUM Growth
+$62.4M
(+8.9%)
Holding
276
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.69M | |
| 3 | +$1.02M | |
| 4 |
Palo Alto Networks
PANW
|
+$863K |
| 5 |
US Bancorp
USB
|
+$668K |
Top Sells
| 1 | +$672K | |
| 2 | +$662K | |
| 3 | +$452K | |
| 4 |
Exxon Mobil
XOM
|
+$427K |
| 5 |
NVIDIA
NVDA
|
+$381K |
Sector Composition
| 1 | Technology | 30.75% |
| 2 | Financials | 19.79% |
| 3 | Energy | 11.15% |
| 4 | Communication Services | 7.45% |
| 5 | Healthcare | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Sangamo Therapeutics
SGMO
$146M
| – | – |
-12,723
|
|