FFG
Fiduciary Financial Group Portfolio holdings
AUM
$553M
This Quarter Return
-0.1%
1 Year Return
+13.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$459M
AUM Growth
+$459M
(+0.74%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
42.39%
Holding
321
New
47
Increased
113
Reduced
96
Closed
38
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.1M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$2.44M |
| 3 |
Vanguard Value ETF
VTV
|
$2.21M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$2.16M |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.11M |
Top Sells
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Financials | 3.73% |
| 3 | Healthcare | 1.62% |
| 4 | Consumer Discretionary | 1.54% |
| 5 | Communication Services | 1.48% |
