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
$347M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$1.36M
3 +$1.2M
4
AAPL icon
Apple
AAPL
+$942K
5
ENB icon
Enbridge
ENB
+$693K

Top Sells

1 +$460K
2 +$378K
3 +$376K
4
HD icon
Home Depot
HD
+$332K
5
BIIB icon
Biogen
BIIB
+$311K

Sector Composition

1 Financials 27.32%
2 Technology 26.07%
3 Healthcare 9.27%
4 Energy 7.49%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,003
202
-1,850
203
-973
204
-10,562
205
-15,423
206
-61,595