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
$599M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$2.36M
2 +$940K
3 +$505K
4
MSFT icon
Microsoft
MSFT
+$421K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$411K

Sector Composition

1 Financials 13.03%
2 Communication Services 12.92%
3 Technology 10.68%
4 Healthcare 9.15%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,755