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
401
$4.07K ﹤0.01%
+50
402
$4.03K ﹤0.01%
+100
403
$4K ﹤0.01%
+107
404
$3.99K ﹤0.01%
+50
405
$3.95K ﹤0.01%
+15
406
$3.92K ﹤0.01%
+200
407
$3.85K ﹤0.01%
+170
408
$3.8K ﹤0.01%
+25
409
$3.7K ﹤0.01%
+135
410
$3.61K ﹤0.01%
+133
411
$3.55K ﹤0.01%
+31
412
$3.44K ﹤0.01%
+81
413
$3.41K ﹤0.01%
+47
414
$3.32K ﹤0.01%
+75
415
$3.3K ﹤0.01%
+51
416
$3.26K ﹤0.01%
+100
417
$3.23K ﹤0.01%
+27
418
$3.2K ﹤0.01%
+1
419
$3.19K ﹤0.01%
+71
420
$3.17K ﹤0.01%
+30
421
$3.17K ﹤0.01%
+74
422
$3.02K ﹤0.01%
+13
423
$3K ﹤0.01%
+53
424
$3K ﹤0.01%
+150
425
$2.87K ﹤0.01%
+40
15 16
17
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