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
301
$21.2K 0.01%
+186
302
$21.1K 0.01%
+500
303
$21K 0.01%
+620
304
$20.4K 0.01%
+747
305
$20K 0.01%
+310
306
$19.1K 0.01%
+69
307
$17.7K 0.01%
+48
308
$17.5K 0.01%
+113
309
$17.5K 0.01%
+83
310
$17.1K 0.01%
+30
311
$17.1K 0.01%
+146
312
$16.4K 0.01%
+147
313
$16.3K 0.01%
+191
314
$16K 0.01%
+76
315
$16K 0.01%
+94
316
$15.8K 0.01%
+499
317
$15.6K 0.01%
+157
318
$14.7K 0.01%
+249
319
$14.7K 0.01%
+132
320
$14K 0.01%
+284
321
$12.7K 0.01%
+135
322
$12.6K 0.01%
+100
323
$12.5K 0.01%
+138
324
$11.9K 0.01%
+47
325
$11.9K 0.01%
+85