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
$724M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$38.1M
3
+$18.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$7.5M

Top Sells

1
+$10.7M
2
+$2.28M
3
+$1.97M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.09M

Sector Composition

1 Financials 16.39%
2 Technology 4.59%
3 Healthcare 0.78%
4 Consumer Discretionary 0.71%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.17%
+4,948
52
$1.23M 0.17%
+11,473
53
$1.23M 0.17%
+6,704
54
$1.23M 0.17%
+13,134
55
$1.22M 0.17%
2
+1
56
$1.18M 0.16%
+3,166
57
$1.17M 0.16%
+10,937
58
$1.15M 0.16%
30,985
59
$1.15M 0.16%
6,296
-720
60
$1.14M 0.16%
2,254
-2,244
61
$1.07M 0.15%
+10,460
62
$1.03M 0.14%
19,951
+81
63
$975K 0.13%
5,315
-1,925
64
$963K 0.13%
18,107
-1,346
65
$942K 0.13%
18,799
+243
66
$935K 0.13%
11,026
+960
67
$924K 0.13%
4,570
-2,469
68
$894K 0.12%
22,281
69
$888K 0.12%
37,653
70
$861K 0.12%
+41,103
71
$851K 0.12%
+15,465
72
$806K 0.11%
3,069
+1,220
73
$800K 0.11%
13,517
+2,636
74
$795K 0.11%
3,118
+795
75
$778K 0.11%
5,509
+664
1 2
3
4 5