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
51
$369K 0.14%
+7,384
52
$366K 0.14%
+9,086
53
$364K 0.14%
+2,445
54
$358K 0.13%
+2,805
55
$356K 0.13%
+3,706
56
$353K 0.13%
4,685
+11
57
$347K 0.13%
+1,740
58
$346K 0.13%
+8,641
59
$340K 0.13%
3,967
+1,400
60
$336K 0.13%
+3,054
61
$332K 0.12%
+1,584
62
$331K 0.12%
3,307
63
$329K 0.12%
641
+175
64
$324K 0.12%
8,001
-369
65
$308K 0.12%
2,130
-215
66
$306K 0.11%
2,719
+401
67
$302K 0.11%
895
68
$302K 0.11%
1,356
-680
69
$296K 0.11%
1,933
-116
70
$291K 0.11%
5,740
+457
71
$290K 0.11%
3,631
72
$281K 0.11%
+11,760
73
$262K 0.1%
+2,880
74
$262K 0.1%
+2,400
75
$254K 0.1%
2,856
-21
1 2
3
4