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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
$856M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$20.3M
3
+$6.32M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.36M

Top Sells

1
+$26.4M
2
+$14M
3
+$9.62M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.45M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.07M

Sector Composition

1 Financials 15%
2 Industrials 5.49%
3 Energy 5.48%
4 Technology 5.03%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.14%
13,060
+7,725
77
$1.19M 0.14%
24,270
+5,070
78
$1.11M 0.13%
4,814
+349
79
$1.07M 0.12%
4,388
+1,389
80
$1.06M 0.12%
16,821
81
$1.01M 0.12%
5,471
+2,221
82
$1.01M 0.12%
15,465
83
$981K 0.11%
20,910
+15,527
84
$975K 0.11%
22,281
85
$897K 0.1%
11,220
-63,781
86
$846K 0.1%
+914
87
$843K 0.1%
48,300
88
$761K 0.09%
5,506
-135
89
$692K 0.08%
3,912
+1,718
90
$690K 0.08%
2,315
+69
91
$680K 0.08%
6,701
92
$636K 0.07%
2,093
-27
93
$635K 0.07%
10,396
94
$629K 0.07%
7,586
-200
95
$587K 0.07%
3,690
+851
96
$515K 0.06%
4,524
-16,222
97
$485K 0.06%
+2,200
98
$475K 0.06%
1,173
+41
99
$453K 0.05%
4,393
+813
100
$450K 0.05%
17,490
+44
2 3
4
5 6