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
201
$112K 0.07%
+186
202
$110K 0.06%
+120
203
$109K 0.06%
+1,457
204
$107K 0.06%
+1,351
205
$105K 0.06%
+960
206
$104K 0.06%
+708
207
$102K 0.06%
+1,530
208
$101K 0.06%
+1,005
209
$100K 0.06%
+237
210
$98.9K 0.06%
+897
211
$97.9K 0.06%
+330
212
$97.3K 0.06%
+126
213
$96.9K 0.06%
+1,420
214
$96.8K 0.06%
+549
215
$94.7K 0.06%
+715
216
$94.3K 0.06%
+150
217
$93.6K 0.05%
+2,125
218
$92.4K 0.05%
+270
219
$88.4K 0.05%
+527
220
$88.2K 0.05%
+245
221
$86.5K 0.05%
+585
222
$85.5K 0.05%
+1,800
223
$84.9K 0.05%
+1,122
224
$84.6K 0.05%
+3,895
225
$83.6K 0.05%
+1,511