FG

Fiduciary Group Portfolio holdings

AUM $1.19B
1-Year Est. Return 18.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$5.69M
2 +$3.84M
3 +$2.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.89M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.82M

Top Sells

1 +$4.33M
2 +$1.92M
3 +$1.72M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M
5
CMCSA icon
Comcast
CMCSA
+$1.34M

Sector Composition

1 Technology 15.43%
2 Financials 14.39%
3 Communication Services 8.42%
4 Healthcare 8.01%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-8,976