FA

Fiducient Advisors Portfolio holdings

AUM $807M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
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 +$11M
2 +$9.57M
3 +$5.03M
4
MSFT icon
Microsoft
MSFT
+$4.01M
5
AAPL icon
Apple
AAPL
+$3.25M

Top Sells

1 +$7.73M
2 +$1.07M
3 +$121K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$81.5K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.7K

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