We are live on ! Find out more
FA

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

Top Buys

1
+$4.24M
2
+$1.13M
3
+$432K
4
SPGI icon
S&P Global
SPGI
+$409K
5
WMT icon
Walmart Inc
WMT
+$397K

Top Sells

1
+$3.5M
2
+$1.97M
3
+$1.79M
4
JPM icon
JPMorgan Chase
JPM
+$1.01M
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
in Stake 		Capital Flow
76
– –
-4,512
77
– –
-1,101
78
– –
-3,100
79
– –
-2,020
80
– –
-1,650
81
– –
-5,700
82
– –
-3,100
83
– –
-1,229
84
– –
-1,390
85
– –
-2,241
86
– –
-3,946
87
– –
-20,200
88
– –
-7,834
89
– –
-50,200
90
– –
-35,800
91
– –
-42,950
92
– –
-36,600
93
– –
-963
94
– –
-54,800
95
– –
-52,941
96
– –
-38,300
97
– –
-1,880
98
– –
-28,800
99
– –
-750
100
– –
-3,830
1 2 3
4
5