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
351
$8.77K 0.01%
+210
352
$8.63K 0.01%
+70
353
$8.59K 0.01%
+185
354
$8.53K 0.01%
+78
355
$8.51K 0.01%
+150
356
$8.44K ﹤0.01%
+30
357
$8.19K ﹤0.01%
+100
358
$8.04K ﹤0.01%
+44
359
$7.92K ﹤0.01%
+800
360
$7.9K ﹤0.01%
+300
361
$7.83K ﹤0.01%
+87
362
$7.78K ﹤0.01%
+224
363
$7.76K ﹤0.01%
+33
364
$7.75K ﹤0.01%
+77
365
$7.74K ﹤0.01%
+242
366
$7.53K ﹤0.01%
+250
367
$7.52K ﹤0.01%
+64
368
$7.3K ﹤0.01%
+39
369
$7.22K ﹤0.01%
+189
370
$7.21K ﹤0.01%
+24
371
$7.17K ﹤0.01%
+44
372
$7.05K ﹤0.01%
+60
373
$6.98K ﹤0.01%
+300
374
$6.83K ﹤0.01%
+157
375
$6.45K ﹤0.01%
+700
13 14
15
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