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
51
$351K 0.13%
5,115
+18
52
$332K 0.12%
+8,100
53
$329K 0.12%
4,371
54
$316K 0.12%
+2,612
55
$315K 0.12%
+5,389
56
$313K 0.12%
+1,726
57
$308K 0.11%
+1,295
58
$289K 0.11%
+2,550
59
$288K 0.11%
+8,260
60
$274K 0.1%
+1,788
61
$274K 0.1%
+3,946
62
$272K 0.1%
+1,085
63
$267K 0.1%
8,596
+22
64
$266K 0.1%
+2,020
65
$261K 0.1%
4,639
+10
66
$260K 0.1%
+1,200
67
$246K 0.09%
+5,500
68
$240K 0.09%
+2,740
69
$231K 0.09%
+1,450
70
$231K 0.09%
+1,310
71
$226K 0.08%
+1,063
72
$225K 0.08%
+1,868
73
$225K 0.08%
+4,512
74
$221K 0.08%
202,528
-106,334
75
$216K 0.08%
+1,520
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