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
$330M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.13M
3
+$451K
4
SPGI icon
S&P Global
SPGI
+$422K
5
WMT icon
Walmart
WMT
+$402K

Top Sells

1
+$3.63M
2
+$2.04M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$973K
5
ACVA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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