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
176
$152K 0.09%
+2,184
177
$151K 0.09%
+1,699
178
$149K 0.09%
+542
179
$149K 0.09%
+1,120
180
$149K 0.09%
+794
181
$147K 0.09%
+2,559
182
$146K 0.09%
+645
183
$145K 0.09%
+2,560
184
$144K 0.08%
+686
185
$144K 0.08%
+878
186
$143K 0.08%
+494
187
$143K 0.08%
+298
188
$141K 0.08%
+2,956
189
$138K 0.08%
+1,059
190
$136K 0.08%
+324
191
$132K 0.08%
+527
192
$131K 0.08%
+4,595
193
$127K 0.07%
+2,173
194
$126K 0.07%
+602
195
$123K 0.07%
+711
196
$115K 0.07%
+503
197
$115K 0.07%
+200
198
$113K 0.07%
+1,239
199
$113K 0.07%
+9,052
200
$112K 0.07%
+924