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
$444M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$2.9M
3 +$832K
4
PSX icon
Phillips 66
PSX
+$714K
5
D icon
Dominion Energy
D
+$586K

Top Sells

1 +$5.3M
2 +$1.33M
3 +$791K
4
PG icon
Procter & Gamble
PG
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$713K

Sector Composition

1 Financials 14.55%
2 Communication Services 10.43%
3 Healthcare 10.02%
4 Industrials 9.42%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16K ﹤0.01%
168
177
-4,200
178
-21,648
179
-2,996
180
-1,200
181
-65,679
182
-6,128