QFA

Quantum Financial Advisors Portfolio holdings

AUM $820M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$360K
2 +$313K
3 +$304K
4
VZ icon
Verizon
VZ
+$237K
5
NEE icon
NextEra Energy
NEE
+$227K

Sector Composition

1 Technology 5.61%
2 Healthcare 1.28%
3 Financials 0.89%
4 Communication Services 0.78%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,000
102
-2,818