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Fedenia Advisers Portfolio holdings
AUM
$135M
1-Year Est. Return
44.92%
This Fund
S&P 500
1 Year Est. Return
+44.92%
AUM
$135M
AUM Growth
-$126M
(-48%)
Holding
162
Top Buys
| 1 | +$19.3M | |
| 2 | +$6.36M | |
| 3 | +$4.47M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$4.45M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.86M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$15.6M | |
| 3 | +$13.5M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.05M |
| 5 |
Western Digital
WDC
|
+$4.86M |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Consumer Discretionary | 3.03% |
| 3 | Industrials | 2.37% |
| 4 | Communication Services | 1.87% |
| 5 | Financials | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
AstraZeneca
AZN
$284B
| – | – |
-7,830
|
|
||
152
Alibaba
BABA
$287B
| – | – |
-3,120
|
|
||
153
Butterfly Network
BFLY
$1.34B
| – | – |
-11,082
|
|
||
154
Vanguard Long-Term Bond ETF
BLV
$5.8B
| – | – |
-26,300
|
|
||
155
Vanguard Total International Bond ETF
BNDX
$81.6B
| – | – |
-84,619
|
|
||
156
British American Tobacco
BTI
$130B
| – | – |
-8,776
|
|
||
157
Coca-Cola Europacific Partners
CCEP
$42.9B
| – | – |
-5,029
|
|
||
158
C.H. Robinson
CHRW
$22.6B
| – | – |
-12,470
|
|
||
159
Canadian Pacific Kansas City
CP
$80.1B
| – | – |
-3,029
|
|
||
160
CRH
CRH
$69.3B
| – | – |
-4,660
|
|
||
161
CrowdStrike
CRWD
$164B
| – | – |
-460
|
|