FG
Fiduciary Group Portfolio holdings
AUM
$1.06B
This Quarter Return
+0.03%
1 Year Return
+15.33%
3 Year Return
+57.49%
5 Year Return
+91.23%
10 Year Return
+205.23%
AUM
$318M
AUM Growth
–
Cap. Flow
+$318M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.05%
Holding
193
New
193
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.07M |
| 2 |
Exxon Mobil
XOM
|
$8.76M |
| 3 |
Johnson & Johnson
JNJ
|
$6.92M |
| 4 |
Coca-Cola
KO
|
$6.77M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$5.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.17% |
| 2 | Financials | 13.62% |
| 3 | Communication Services | 10.5% |
| 4 | Consumer Staples | 9.68% |
| 5 | Industrials | 9.52% |
