FIA
Foundations Investment Advisors Portfolio holdings
AUM
$6.33B
1-Year Return
18.63%
This Quarter Return
-3.07%
1 Year Return
+18.63%
3 Year Return
+48.69%
5 Year Return
+49.5%
10 Year Return
–
AUM
$2.29B
AUM Growth
-$98.7M
(-4.1%)
Cap. Flow
-$20.9M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
61.13%
Holding
450
New
55
Increased
189
Reduced
133
Closed
51
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$26.3M |
| 2 |
Mindful Conservative ETF
MFUL
|
$20.3M |
| 3 |
Accenture
ACN
|
$17.4M |
| 4 |
TDSE
Cabana Target Drawdown 16 ETF
TDSE
|
$16.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$10M |
Top Sells
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Healthcare | 1.56% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Financials | 1.18% |
| 5 | Communication Services | 0.84% |
