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
151
$361K 0.09%
+957
152
$361K 0.09%
+2,996
153
$357K 0.09%
+9,799
154
$357K 0.09%
+3,676
155
$356K 0.09%
+207
156
$355K 0.09%
+10,262
157
$349K 0.08%
+8,108
158
$348K 0.08%
+6,366
159
$348K 0.08%
+12,300
160
$346K 0.08%
+10,200
161
$346K 0.08%
+3,195
162
$343K 0.08%
+8,432
163
$339K 0.08%
+1,161
164
$338K 0.08%
+1,105
165
$337K 0.08%
+2,711
166
$336K 0.08%
+6,141
167
$334K 0.08%
+112
168
$333K 0.08%
+207
169
$333K 0.08%
+1,315
170
$333K 0.08%
+12,600
171
$332K 0.08%
+9,802
172
$331K 0.08%
+3,763
173
$329K 0.08%
+3,368
174
$328K 0.08%
+632
175
$328K 0.08%
+800