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
76
$210K 0.08%
+1,200
77
$209K 0.08%
+981
78
$205K 0.08%
+750
79
$200K 0.07%
+4,500
80
$129K 0.05%
10,381
+216