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FSA
Franklin Street Advisors Portfolio holdings
AUM
$1.63B
1-Year Est. Return
26.71%
This Fund
S&P 500
1 Year Est. Return
+26.71%
AUM
$1.75B
AUM Growth
+$17.3M
(+0.99%)
Holding
185
Top Buys
| 1 | +$15.2M | |
| 2 | +$11M | |
| 3 | +$10.9M | |
| 4 |
United Parcel Service
UPS
|
+$8.54M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.51M |
Top Sells
| 1 | +$22M | |
| 2 | +$15.4M | |
| 3 | +$12.9M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.66M |
| 5 |
Verizon
VZ
|
+$3.47M |
Sector Composition
| 1 | Technology | 31.98% |
| 2 | Financials | 17.85% |
| 3 | Communication Services | 11.61% |
| 4 | Healthcare | 10.51% |
| 5 | Consumer Discretionary | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hershey
HSY
$36.8B
| – | – |
-1,905
|
|
||
177
CarMax
KMX
$7.07B
| – | – |
-5,241
|
|