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
$5.18B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1 +$33.5M
2 +$20.9M
3 +$19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$15.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.5M

Sector Composition

1 Technology 8.68%
2 Financials 3.86%
3 Healthcare 2.68%
4 Consumer Discretionary 2.48%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-18,158
902
-1,987