FG
Fiduciary Group Portfolio holdings
AUM
$1.06B
1-Year Est. Return
15.33%
1 Year Est. Return
+15.33%
AUM
$998M
AUM Growth
+$964K
(+0.1%)
Holding
276
Top Buys
| 1 | +$4.33M | |
| 2 | +$3.96M | |
| 3 | +$1.6M | |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.38M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.32M |
Top Sells
| 1 | +$2.98M | |
| 2 | +$1.78M | |
| 3 | +$1.17M | |
| 4 |
Becton Dickinson
BDX
|
+$381K |
| 5 |
Texas Instruments
TXN
|
+$375K |
Sector Composition
| 1 | Financials | 15.59% |
| 2 | Technology | 14.84% |
| 3 | Communication Services | 7.7% |
| 4 | Healthcare | 7.51% |
| 5 | Consumer Staples | 6.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Marathon Petroleum
MPC
$59.7B
| – | – |
-1,506
|
|