FIA
Foundations Investment Advisors Portfolio holdings
AUM
$6.33B
This Quarter Return
+3.79%
1 Year Return
+18.63%
3 Year Return
+48.69%
5 Year Return
+49.5%
10 Year Return
–
AUM
$1.52B
AUM Growth
+$1.52B
(+234%)
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
68.44%
Top 10 Holdings %
Top 10 Hldgs %
79.83%
Holding
208
New
41
Increased
83
Reduced
63
Closed
20
Top Buys
Top Sells
| 1 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$113M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$33.6M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$16.5M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$14.8M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7M |
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Consumer Discretionary | 0.79% |
| 3 | Healthcare | 0.75% |
| 4 | Financials | 0.73% |
| 5 | Communication Services | 0.64% |
