Asset Manager
← All Institutions
Financial Advisors, LLC
Market Value
$0
-100.0%
Holdings
80
-2
New Purchases
0
Added To
0
Closed
80
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 36 | $0 | 0% |
| Large Cap | 34 | $0 | 0% |
| Mid Cap | 5 | $0 | 0% |
| Small Cap | 4 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$562.4B
Median Market Cap
$166.7B
Avg P/E
36.5
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
49
# ETFs / Funds
31
Top Holdings (80 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SYK | —% | — | — | — | -$628K | -1,700 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$465K | -16,480 | -100.0% | SOLD |
| 3 | CB | —% | — | — | — | -$288K | -1,020 | -100.0% | SOLD |
| 4 | DIS | —% | — | — | — | -$236K | -2,060 | -100.0% | SOLD |
| 5 | CVX | —% | — | — | — | -$348K | -2,241 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$2M | -20,905 | -100.0% | SOLD |
| 7 | EGP | —% | — | — | — | -$249K | -1,473 | -100.0% | SOLD |
| 8 | GE | —% | — | — | — | -$485K | -1,613 | -100.0% | SOLD |
| 9 | MS | —% | — | — | — | -$907K | -5,706 | -100.0% | SOLD |
| 10 | GS | —% | — | — | — | -$215K | -270 | -100.0% | SOLD |
| 11 | RTX | —% | — | — | — | -$937K | -5,602 | -100.0% | SOLD |
| 12 | AXP | —% | — | — | — | -$478K | -1,440 | -100.0% | SOLD |
| 13 | ABBV | —% | — | — | — | -$963K | -4,158 | -100.0% | SOLD |
| 14 | CL | —% | — | — | — | -$338K | -4,225 | -100.0% | SOLD |
| 15 | KO | —% | — | — | — | -$259K | -3,901 | -100.0% | SOLD |
| 16 | VZ | —% | — | — | — | -$831K | -18,900 | -100.0% | SOLD |
| 17 | LOW | —% | — | — | — | -$558K | -2,220 | -100.0% | SOLD |
| 18 | STT | —% | — | — | — | -$327K | -2,820 | -100.0% | SOLD |
| 19 | IBM | —% | — | — | — | -$632K | -2,241 | -100.0% | SOLD |
| 20 | SHW | —% | — | — | — | -$208K | -600 | -100.0% | SOLD |
| 21 | ABT | —% | — | — | — | -$522K | -3,896 | -100.0% | SOLD |
| 22 | CAT | —% | — | — | — | -$520K | -1,090 | -100.0% | SOLD |
| 23 | JPM | —% | — | — | — | -$4M | -11,467 | -100.0% | SOLD |
| 24 | BAC | —% | — | — | — | -$416K | -8,061 | -100.0% | SOLD |
| 25 | SO | —% | — | — | — | -$377K | -3,977 | -100.0% | SOLD |
| 26 | PG | —% | — | — | — | -$918K | -5,977 | -100.0% | SOLD |
| 27 | PH | —% | — | — | — | -$620K | -818 | -100.0% | SOLD |
| 28 | UNP | —% | — | — | — | -$541K | -2,287 | -100.0% | SOLD |
| 29 | MCD | —% | — | — | — | -$516K | -1,698 | -100.0% | SOLD |
| 30 | JNJ | —% | — | — | — | -$1M | -7,080 | -100.0% | SOLD |
| 31 | HD | —% | — | — | — | -$2M | -3,837 | -100.0% | SOLD |
| 32 | CSCO | —% | — | — | — | -$451K | -6,596 | -100.0% | SOLD |
| 33 | IGV | —% | — | — | — | -$244K | -2,125 | -100.0% | SOLD |
| 34 | ESML | —% | — | — | — | -$3M | -63,112 | -100.0% | SOLD |
| 35 | LRCX | —% | — | — | — | -$892K | -6,662 | -100.0% | SOLD |
| 36 | ADP | —% | — | — | — | -$601K | -2,046 | -100.0% | SOLD |
| 37 | ACWX | —% | — | — | — | -$573K | -8,810 | -100.0% | SOLD |
| 38 | AMZN | —% | — | — | — | -$2M | -9,828 | -100.0% | SOLD |
| 39 | AAPL | —% | — | — | — | -$7M | -25,976 | -100.0% | SOLD |
| 40 | INTC | —% | — | — | — | -$272K | -8,105 | -100.0% | SOLD |
| 41 | GOOGL | —% | — | — | — | -$2M | -6,623 | -100.0% | SOLD |
| 42 | ADI | —% | — | — | — | -$308K | -1,255 | -100.0% | SOLD |
| 43 | AMGN | —% | — | — | — | -$312K | -1,105 | -100.0% | SOLD |
| 44 | IBB | —% | — | — | — | -$241K | -1,667 | -100.0% | SOLD |
| 45 | ESGD | —% | — | — | — | -$2M | -24,103 | -100.0% | SOLD |
| 46 | SCHA | —% | — | — | — | -$2M | -62,857 | -100.0% | SOLD |
| 47 | IVV | —% | — | — | — | -$2M | -2,771 | -100.0% | SOLD |
| 48 | IWM | —% | — | — | — | -$2M | -7,341 | -100.0% | SOLD |
| 49 | PEP | —% | — | — | — | -$263K | -1,874 | -100.0% | SOLD |
| 50 | USMV | —% | — | — | — | -$103M | -1,086,372 | -100.0% | SOLD |
| 51 | QUAL | —% | — | — | — | -$63M | -324,192 | -100.0% | SOLD |
| 52 | ESMV | —% | — | — | — | -$751K | -25,773 | -100.0% | SOLD |
| 53 | ACWV | —% | — | — | — | -$2M | -14,303 | -100.0% | SOLD |
| 54 | HAWX | —% | — | — | — | -$64M | -1,692,450 | -100.0% | SOLD |
| 55 | SCHD | —% | — | — | — | -$278K | -10,170 | -100.0% | SOLD |
| 56 | DMXF | —% | — | — | — | -$1M | -13,395 | -100.0% | SOLD |
| 57 | WMT | —% | — | — | — | -$358K | -3,470 | -100.0% | SOLD |
| 58 | VUG | —% | — | — | — | -$205K | -427 | -100.0% | SOLD |
| 59 | VIOO | —% | — | — | — | -$345K | -3,120 | -100.0% | SOLD |
| 60 | AVGO | —% | — | — | — | -$525K | -1,590 | -100.0% | SOLD |
| 61 | ESGU | —% | — | — | — | -$8M | -56,392 | -100.0% | SOLD |
| 62 | GOOG | —% | — | — | — | -$6M | -22,935 | -100.0% | SOLD |
| 63 | IJR | —% | — | — | — | -$63M | -527,503 | -100.0% | SOLD |
| 64 | MSFT | —% | — | — | — | -$8M | -14,999 | -100.0% | SOLD |
| 65 | QQQ | —% | — | — | — | -$2M | -3,043 | -100.0% | SOLD |
| 66 | NVDA | —% | — | — | — | -$826K | -4,427 | -100.0% | SOLD |
| 67 | TSLA | —% | — | — | — | -$388K | -873 | -100.0% | SOLD |
| 68 | USXF | —% | — | — | — | -$3M | -59,527 | -100.0% | SOLD |
| 69 | IWF | —% | — | — | — | -$8M | -16,915 | -100.0% | SOLD |
| 70 | IWD | —% | — | — | — | -$1M | -6,537 | -100.0% | SOLD |
| 71 | VGT | —% | — | — | — | -$455K | -610 | -100.0% | SOLD |
| 72 | SCHX | —% | — | — | — | -$5M | -200,995 | -100.0% | SOLD |
| 73 | SCHG | —% | — | — | — | -$94M | -2,940,881 | -100.0% | SOLD |
| 74 | SCHV | —% | — | — | — | -$76M | -2,611,407 | -100.0% | SOLD |
| 75 | VYM | —% | — | — | — | -$206K | -1,465 | -100.0% | SOLD |
| 76 | BRK-B | —% | — | — | — | -$715K | -1,423 | -100.0% | SOLD |
| 77 | VOO | —% | — | — | — | -$719K | -1,175 | -100.0% | SOLD |
| 78 | HEFA | —% | — | — | — | -$3M | -74,218 | -100.0% | SOLD |
| 79 | AVSU | —% | — | — | — | -$706K | -9,600 | -100.0% | SOLD |
| 80 | CYBR | —% | — | — | — | -$242K | -500 | -100.0% | SOLD |