ISFAN
Investor's Fiduciary Advisor Network Portfolio holdings
AUM
$269M
This Quarter Return
+0.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
–
Cap. Flow
+$261M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.73%
Holding
199
New
199
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$15.7M |
| 2 |
Apple
AAPL
|
$15.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$12.9M |
| 4 |
Invesco QQQ Trust
QQQ
|
$9.41M |
| 5 |
Amazon
AMZN
|
$5.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Healthcare | 5.63% |
| 3 | Financials | 4.37% |
| 4 | Real Estate | 4.25% |
| 5 | Consumer Discretionary | 3.77% |
