FA

Fedenia Advisers Portfolio holdings

AUM $211M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.7M
3 +$6.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.73M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$5.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.4%
2 Financials 5.58%
3 Consumer Discretionary 4.3%
4 Industrials 4.07%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32.8K 0.02%
+820
277
$30.9K 0.02%
+280
278
$30.6K 0.02%
+1,102
279
$30.1K 0.02%
+153
280
$29.7K 0.02%
+529
281
$29.4K 0.02%
+260
282
$29.4K 0.02%
+507
283
$28.9K 0.02%
+73
284
$26.8K 0.02%
+721
285
$26K 0.02%
+90
286
$25.9K 0.02%
+1,285
287
$25.3K 0.01%
+912
288
$25.1K 0.01%
+110
289
$25.1K 0.01%
+134
290
$24.6K 0.01%
+1,037
291
$24.3K 0.01%
+88
292
$24.1K 0.01%
+500
293
$24.1K 0.01%
+360
294
$23.7K 0.01%
+121
295
$23.4K 0.01%
+148
296
$23.3K 0.01%
+84
297
$22.5K 0.01%
+505
298
$22.3K 0.01%
+46
299
$22K 0.01%
+496
300
$21.2K 0.01%
+108