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
$724M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$38.1M
3
+$18.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$7.5M

Top Sells

1
+$10.7M
2
+$2.28M
3
+$1.97M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.09M

Sector Composition

1 Financials 16.39%
2 Technology 4.59%
3 Healthcare 0.78%
4 Consumer Discretionary 0.71%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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