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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
51
$2.07M 0.24%
76,767
+112
52
$1.99M 0.23%
30,563
-233
53
$1.96M 0.23%
8,108
+1,585
54
$1.94M 0.23%
71,116
+1,769
55
$1.9M 0.22%
15,080
56
$1.88M 0.22%
58,271
+42,336
57
$1.84M 0.21%
15,200
-222
58
$1.7M 0.2%
61,250
-22,308
59
$1.68M 0.2%
2,819
+55
60
$1.67M 0.2%
2,276
+88
61
$1.58M 0.18%
14,204
+479
62
$1.58M 0.18%
67,682
-66,307
63
$1.56M 0.18%
4,575
+295
64
$1.56M 0.18%
11,038
65
$1.52M 0.18%
13,623
+489
66
$1.48M 0.17%
15,380
+550
67
$1.48M 0.17%
30,985
68
$1.47M 0.17%
5,195
+50
69
$1.46M 0.17%
13,266
+465
70
$1.45M 0.17%
7,129
+532
71
$1.42M 0.17%
14,669
+1,727
72
$1.41M 0.16%
1,768
+40
73
$1.35M 0.16%
9,509
-2,224
74
$1.31M 0.15%
34,676
+2,142
75
$1.2M 0.14%
3,798
+477
1 2
3
4 5