QFA

Quattro Financial Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.03%
2 Consumer Discretionary 0.44%
3 Technology 0.12%
4 Materials 0.08%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-963
77
-1,792
78
-3,283