FF

Francis Financial Portfolio holdings

AUM $561M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$3.87M
2 +$2.16M
3 +$567K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$551K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$540K

Sector Composition

1 Communication Services 14.93%
2 Technology 5.06%
3 Consumer Discretionary 1.54%
4 Financials 1.45%
5 Healthcare 0.59%