FA

Fedenia Advisers Portfolio holdings

AUM $252M
1-Year Est. Return 45.23%
This Quarter Est. Return
1 Year Est. Return
+45.23%
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
376
$6.43K ﹤0.01%
+235
377
$6.41K ﹤0.01%
+300
378
$6.38K ﹤0.01%
+318
379
$6.34K ﹤0.01%
+25
380
$6.27K ﹤0.01%
+1,900
381
$6.21K ﹤0.01%
+61
382
$6.08K ﹤0.01%
+33
383
$5.87K ﹤0.01%
+17
384
$5.73K ﹤0.01%
+80
385
$5.68K ﹤0.01%
+98
386
$5.67K ﹤0.01%
+100
387
$5.41K ﹤0.01%
+30
388
$5.34K ﹤0.01%
+800
389
$5.29K ﹤0.01%
+23
390
$4.96K ﹤0.01%
+59
391
$4.92K ﹤0.01%
+12
392
$4.86K ﹤0.01%
+10
393
$4.82K ﹤0.01%
+41
394
$4.74K ﹤0.01%
+129
395
$4.69K ﹤0.01%
+52
396
$4.65K ﹤0.01%
+65
397
$4.58K ﹤0.01%
+36
398
$4.37K ﹤0.01%
+125
399
$4.37K ﹤0.01%
+21
400
$4.07K ﹤0.01%
+55
14 15
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