QFA

Quattro Financial Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 22.65%
This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$3.5M
3
+$3.46M
4
C icon
Citigroup
C
+$2.79M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.69M

Top Sells

1
+$10.4M
2
+$8.92M
3
+$6.25M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M

Sector Composition

1 Financials 2.07%
2 Consumer Discretionary 1.07%
3 Communication Services 0.25%
4 Technology 0.24%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
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