FFG

Fiduciary Financial Group Portfolio holdings

AUM $633M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$201K 0.05%
+4,886
252
$201K 0.05%
+2,865
253
$79.1K 0.02%
+16,373
254
$65.2K 0.02%
+14,891
255
$38.9K 0.01%
+12,797