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
$997M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$8.59M
2 +$4.31M
3 +$3.98M
4
ASML icon
ASML
ASML
+$1.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.33M

Top Sells

1 +$2.95M
2 +$2.12M
3 +$1.73M
4
BDX icon
Becton Dickinson
BDX
+$1.63M
5
NKE icon
Nike
NKE
+$836K

Sector Composition

1 Technology 16.02%
2 Financials 14.91%
3 Communication Services 8.62%
4 Healthcare 7.06%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-1,787
277
-1,549
278
-19,190