Francis Financial
Latest statistics and disclosures from Francis Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BIV, VYM, DSI, SUSB, and represent 60.96% of Francis Financial's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$11M), VUG (+$5.9M), DFSI, VOO, DFLV, BGRN, SUSB, VTI, DSI, IVV.
- Started 5 new stock positions in VV, GOOG, VTES, DFLV, NVDA.
- Reduced shares in these 10 stocks: DFUV, DFSD, META, KO, VYM, DIS, VEA, SBUX, VEU, VO.
- Sold out of its positions in KO, DFSD, DIS, SBUX, VEU.
- Francis Financial was a net buyer of stock by $30M.
- Francis Financial has $185M in assets under management (AUM), dropping by 25.39%.
- Central Index Key (CIK): 0001727514
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Portfolio Holdings for Francis Financial
Francis Financial holds 44 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by Francis Financial
SEC 13F filings are viewable for Francis Financial going back to 2017
- Francis Financial 2023 Q2 filed July 27, 2023
- Francis Financial 2023 Q1 filed May 4, 2023
- Francis Financial 2022 Q4 filed Feb. 8, 2023
- Francis Financial 2022 Q3 filed Oct. 13, 2022
- Francis Financial 2022 Q2 filed Sept. 8, 2022
- Francis Financial 2018 Q1 filed May 8, 2018
- Francis Financial 2017 Q4 filed Jan. 29, 2018