ISFAN
Investor's Fiduciary Advisor Network Portfolio holdings
AUM
$269M
This Quarter Return
+8.58%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$57.1M
(+27%)
Cap. Flow
+$42.9M
Cap. Flow
% of AUM
15.94%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
222
New
56
Increased
93
Reduced
62
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
$8.66M |
| 2 |
Caterpillar
CAT
|
$3.97M |
| 3 |
Apple
AAPL
|
$2.12M |
| 4 |
Eli Lilly
LLY
|
$1.74M |
| 5 |
Deere & Co
DE
|
$1.71M |
Top Sells
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Healthcare | 4.98% |
| 3 | Real Estate | 4.17% |
| 4 | Financials | 4.15% |
| 5 | Industrials | 4.02% |
