F

FutureAdvisor Portfolio holdings

AUM $617M
1-Year Est. Return 6.57%
This Quarter Est. Return
1 Year Est. Return
-6.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$24.4M
3 +$20.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.75%
2 Healthcare 0.34%
3 Industrials 0.19%
4 Energy 0.12%
5 Materials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$226K 0.08%
+1,475
52
$208K 0.07%
+1,706
53
$8K ﹤0.01%
+10,000