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
451
$485 ﹤0.01%
+26
452
$308 ﹤0.01%
+11
453
$177 ﹤0.01%
+3
454
$95 ﹤0.01%
+14
455
0
456
$34 ﹤0.01%
+40
457
$31 ﹤0.01%
+1
458
$16 ﹤0.01%
+5
459
$8 ﹤0.01%
+2