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
$266M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$4.06M
3
+$3.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M

Top Sells

1
+$2.9M
2
+$1.48M
3
+$784K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$606K
5
USRT icon
iShares Core US REIT ETF
USRT
+$507K

Sector Composition

1 Technology 3.45%
2 Financials 3.09%
3 Healthcare 1.14%
4 Consumer Staples 0.8%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.09%
+7,650
77
$237K 0.09%
2,180
+10
78
$235K 0.09%
+1,170
79
$235K 0.09%
1,667
80
$211K 0.08%
1,267
-62
81
– –
-266
82
– –
-2,192
83
– –
-4,346
84
– –
-14,292
85
– –
-16,292
86
– –
-14,401
1 2 3
4