FSA

Franklin Street Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 29.11%
This Quarter Est. Return
1 Year Est. Return
+29.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.8M
3
+$3.75M
4
PG icon
Procter & Gamble
PG
+$3.33M
5
AMZN icon
Amazon
AMZN
+$3.21M

Top Sells

1
+$5.8M
2
+$5.64M
3
+$4.4M
4
TRI icon
Thomson Reuters
TRI
+$3.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.62M

Sector Composition

1 Healthcare 22.22%
2 Technology 17.08%
3 Financials 13.92%
4 Industrials 9.99%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
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