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FG

Fiduciary Group Portfolio holdings

AUM $1.17B
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$6.33M
3
+$5.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.64M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.48M

Top Sells

1
+$3.47M
2
+$3.34M
3
+$2.36M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.57M
5
ENDP
Endo International plc
ENDP
+$1.18M

Sector Composition

1 Financials 13.93%
2 Healthcare 12.82%
3 Communication Services 11.43%
4 Consumer Staples 9.87%
5 Industrials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
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-3,724
179
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180
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181
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-17,334
182
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-9,757
183
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184
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185
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186
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187
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-8,648
188
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189
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-6,700
190
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191
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-16,963
192
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-31,585
193
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-4,087
4 5 6 7
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