FT

Fiduciary Trust Portfolio holdings

AUM $8.8B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.1M
3
+$8.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.42M

Top Sells

1
+$72.4M
2
+$31.3M
3
+$29.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.9M
5
AAPL icon
Apple
AAPL
+$10.7M

Sector Composition

1 Technology 16.11%
2 Healthcare 11.93%
3 Consumer Discretionary 9.84%
4 Financials 6.71%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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