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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
101
$449K 0.05%
2,172
+4
102
$447K 0.05%
7,770
103
$440K 0.05%
1,980
+11
104
$408K 0.05%
8,915
105
$402K 0.05%
1,425
+24
106
$391K 0.05%
1,187
+15
107
$390K 0.05%
1,219
+1
108
$387K 0.05%
+2,008
109
$382K 0.04%
1,617
+565
110
$372K 0.04%
14,117
-7
111
$370K 0.04%
1,870
112
$367K 0.04%
+4,690
113
$366K 0.04%
2,149
114
$349K 0.04%
5,108
+155
115
$342K 0.04%
5,124
-238
116
$339K 0.04%
2,500
-23,453
117
$338K 0.04%
+2,193
118
$324K 0.04%
13,013
+731
119
$322K 0.04%
6,315
+57
120
$322K 0.04%
3,799
+551
121
$320K 0.04%
2,495
122
$317K 0.04%
962
+147
123
$314K 0.04%
2,626
124
$300K 0.04%
3,000
125
$294K 0.03%
1,612
3 4
5
6 7