F
FutureAdvisor Portfolio holdings
AUM
$617M
This Quarter Return
+2.09%
1 Year Return
-6.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$422M
AUM Growth
+$422M
(+44%)
Cap. Flow
+$132M
Cap. Flow
% of AUM
31.26%
Top 10 Holdings %
Top 10 Hldgs %
56.58%
Holding
65
New
12
Increased
39
Reduced
5
Closed
8
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$11.7M |
| 2 |
HP
HPQ
|
$649K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$501K |
| 4 |
RTX Corp
RTX
|
$349K |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
$336K |
Sector Composition
| 1 | Technology | 0.63% |
| 2 | Financials | 0.18% |
| 3 | Energy | 0.09% |
| 4 | Communication Services | 0.07% |
| 5 | Industrials | 0.07% |
