FA
Fiducient Advisors Portfolio holdings
AUM
$817M
This Quarter Return
+8.21%
1 Year Return
+13.56%
3 Year Return
+40.68%
5 Year Return
+62.62%
10 Year Return
–
AUM
$330M
AUM Growth
+$330M
(-0.23%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-7.77%
Top 10 Holdings %
Top 10 Hldgs %
86.17%
Holding
103
New
7
Increased
15
Reduced
29
Closed
46
Top Buys
| 1 |
iShares Core US REIT ETF
USRT
|
$4.5M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.13M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$451K |
| 4 |
S&P Global
SPGI
|
$422K |
| 5 |
Walmart
WMT
|
$402K |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.63M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.04M |
| 3 |
Apple
AAPL
|
$2.01M |
| 4 |
JPMorgan Chase
JPM
|
$973K |
| 5 |
ACV Auctions
ACVA
|
$947K |
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Financials | 1.14% |
| 3 | Consumer Staples | 0.64% |
| 4 | Healthcare | 0.49% |
| 5 | Consumer Discretionary | 0.46% |
