FA

Fountainhead AM Portfolio holdings

AUM $67.5M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 3.04%
3 Healthcare 3.03%
4 Communication Services 1.77%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.13%
+2,124
52
$104K 0.06%
+1,035
53
$21K 0.01%
+29,928