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
326
$11.9K 0.01%
+100
327
$11.5K 0.01%
+39
328
$11.4K 0.01%
+300
329
$11.3K 0.01%
+310
330
$11.3K 0.01%
+310
331
$10.9K 0.01%
+44
332
$10.9K 0.01%
+325
333
$10.8K 0.01%
+65
334
$10.7K 0.01%
+135
335
$10.1K 0.01%
+178
336
$10.1K 0.01%
+206
337
$10K 0.01%
+25
338
$10K 0.01%
+43
339
$9.9K 0.01%
+38
340
$9.56K 0.01%
+96
341
$9.5K 0.01%
+43
342
$9.48K 0.01%
+88
343
$9.45K 0.01%
+145
344
$9.29K 0.01%
+36
345
$9.12K 0.01%
+73
346
$8.94K 0.01%
+381
347
$8.88K 0.01%
+50
348
$8.88K 0.01%
+391
349
$8.87K 0.01%
+7
350
$8.79K 0.01%
+40