FG

Fiduciary Group Portfolio holdings

AUM $1.19B
1-Year Est. Return 18.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$1.47M
3 +$1.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$878K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$577K

Top Sells

1 +$11M
2 +$1.59M
3 +$590K
4
PG icon
Procter & Gamble
PG
+$465K
5
AIG icon
American International
AIG
+$321K

Sector Composition

1 Financials 14.91%
2 Communication Services 10.48%
3 Healthcare 9.42%
4 Industrials 9.05%
5 Technology 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,117