QFA

Quattro Financial Advisors Portfolio holdings

AUM $335M
1-Year Est. Return 19.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$10.5M
3
+$8.45M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.02M
5
CRM icon
Salesforce
CRM
+$6.69M

Top Sells

1
+$10.3M
2
+$8.01M
3
+$5.57M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.41M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.08M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 7.47%
3 Healthcare 7.09%
4 Communication Services 6.77%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
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