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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
126
$293K 0.03%
868
127
$293K 0.03%
2,308
+9
128
$285K 0.03%
5,605
129
$280K 0.03%
3,500
130
$266K 0.03%
+1,077
131
$264K 0.03%
1,719
-308
132
$262K 0.03%
+460
133
$255K 0.03%
769
+126
134
$252K 0.03%
+3,010
135
$246K 0.03%
+2,600
136
$245K 0.03%
1,205
-1,453
137
$244K 0.03%
1,148
+183
138
$238K 0.03%
+3,600
139
$234K 0.03%
+2,175
140
$232K 0.03%
+1,496
141
$231K 0.03%
1,422
+138
142
$230K 0.03%
42,668
-332
143
$229K 0.03%
300
+25
144
$225K 0.03%
1,594
145
$225K 0.03%
+2,533
146
$222K 0.03%
12,650
147
$220K 0.03%
+2,064
148
$220K 0.03%
2,449
+21
149
$219K 0.03%
390
150
$218K 0.03%
+2,005
3 4 5
6
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