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
$266M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$4.06M
3
+$3.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M

Top Sells

1
+$2.9M
2
+$1.48M
3
+$784K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$606K
5
USRT icon
iShares Core US REIT ETF
USRT
+$507K

Sector Composition

1 Technology 3.45%
2 Financials 3.09%
3 Healthcare 1.14%
4 Consumer Staples 0.8%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.43%
+8,542
27
$1.02M 0.38%
+12,282
28
$998K 0.37%
5,621
+1,942
29
$983K 0.37%
20,577
+2,380
30
$972K 0.37%
6,703
-761
31
$965K 0.36%
23,881
+2,568
32
$963K 0.36%
18,633
+389
33
$846K 0.32%
+5,310
34
$709K 0.27%
3,757
-15,366
35
$696K 0.26%
14,182
+2,988
36
$685K 0.26%
4,569
+3,049
37
$645K 0.24%
26,012
+216
38
$633K 0.24%
10,490
-131
39
$617K 0.23%
4,293
+1,847
40
$616K 0.23%
11,064
+7,020
41
$558K 0.21%
5,490
42
$536K 0.2%
+21,737
43
$507K 0.19%
+3,589
44
$506K 0.19%
4,640
+2,700
45
$501K 0.19%
7,745
+25
46
$496K 0.19%
+10,460
47
$448K 0.17%
+5,186
48
$437K 0.16%
9,211
49
$414K 0.16%
6,543
+700
50
$400K 0.15%
+2,886
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