FIA

Foundations Investment Advisors Portfolio holdings

AUM $6.88B
1-Year Est. Return 23.46%
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$863M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$130M
3
+$110M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$102M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$68.7M

Top Sells

1
+$70.8M
2
+$59.2M
3
+$58.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$52.4M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$50.9M

Sector Composition

1 Financials 1.35%
2 Communication Services 0.81%
3 Consumer Discretionary 0.81%
4 Technology 0.68%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
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