FG

Fiduciary Group Portfolio holdings

AUM $1.06B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
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 +$5.77M
2 +$3.86M
3 +$2.65M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.95M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M

Top Sells

1 +$4.36M
2 +$1.95M
3 +$1.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.44M
5
CMCSA icon
Comcast
CMCSA
+$1.41M

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