FA

Fiducient Advisors Portfolio holdings

AUM $817M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.1M
3
+$5.41M
4
MSFT icon
Microsoft
MSFT
+$4.15M
5
AAPL icon
Apple
AAPL
+$3.58M

Top Sells

1
+$1.14M
2
+$130K
3
+$116K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$87.1K
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.7K

Sector Composition

1 Technology 4.12%
2 Financials 3.6%
3 Consumer Staples 2.04%
4 Healthcare 1.6%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$933K 0.35%
+6,294
27
$844K 0.31%
+15,395
28
$838K 0.31%
+1,800
29
$818K 0.3%
+5,877
30
$795K 0.3%
+19,297
31
$756K 0.28%
+2,846
32
$709K 0.26%
+3,598
33
$705K 0.26%
11,053
+2,969
34
$662K 0.25%
+8,000
35
$660K 0.25%
9,040
-15,636
36
$598K 0.22%
2,891
-421
37
$547K 0.2%
+5,101
38
$510K 0.19%
+2,501
39
$492K 0.18%
+1,885
40
$481K 0.18%
+36,880
41
$480K 0.18%
10,009
42
$449K 0.17%
+2,800
43
$447K 0.17%
7,607
+2,034
44
$409K 0.15%
+1,342
45
$400K 0.15%
2,038
+56
46
$399K 0.15%
+8,970
47
$394K 0.15%
+5,404
48
$389K 0.14%
+8,475
49
$376K 0.14%
+3,436
50
$357K 0.13%
+2,346
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