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Fiducient Advisors Portfolio holdings

AUM $765M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$856M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$20.3M
3
+$6.32M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.36M

Top Sells

1
+$26.4M
2
+$14M
3
+$9.62M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.45M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.07M

Sector Composition

1 Financials 15%
2 Industrials 5.49%
3 Energy 5.48%
4 Technology 5.03%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.67M 0.9%
27,288
+409
27
$7.39M 0.86%
96,619
28
$6.37M 0.74%
24,287
-12,884
29
$6.35M 0.74%
+126,130
30
$6.27M 0.73%
477,189
31
$5.84M 0.68%
22,943
+3,148
32
$5.2M 0.61%
97,387
-1,117
33
$5.07M 0.59%
93,632
+3,060
34
$4.83M 0.56%
67,647
+1,785
35
$4.41M 0.52%
8,511
+2,700
36
$4.31M 0.5%
71,851
-61
37
$4.28M 0.5%
72,230
-16,008
38
$4.22M 0.49%
52,794
-198
39
$4.2M 0.49%
13,606
-481
40
$4.05M 0.47%
24,217
+25
41
$3.63M 0.42%
31,016
+1,396
42
$3.43M 0.4%
30,407
-1,622
43
$3.17M 0.37%
8,375
-316
44
$3.12M 0.37%
12,824
+6,460
45
$2.91M 0.34%
21,141
-1,173
46
$2.66M 0.31%
12,092
-2,422
47
$2.36M 0.28%
75,504
-700
48
$2.31M 0.27%
31,094
+4,931
49
$2.26M 0.26%
3
+1
50
$2.15M 0.25%
32,988
+148
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