FFG
Fiduciary Financial Group Portfolio holdings
AUM
$553M
1-Year Return
13.48%
This Quarter Return
+3.15%
1 Year Return
+13.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$414M
AUM Growth
–
Cap. Flow
+$414M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.36%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$39.9M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$32M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$17.8M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$17.3M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$16.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.43% |
| 2 | Financials | 4.38% |
| 3 | Healthcare | 1.56% |
| 4 | Communication Services | 1.54% |
| 5 | Consumer Discretionary | 1.39% |
