FIA

Foundations Investment Advisors Portfolio holdings

AUM $7.62B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.27%
2 Healthcare 1.55%
3 Consumer Discretionary 1.22%
4 Financials 1.02%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-6,058