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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
151
$215K 0.03%
30,000
152
$211K 0.02%
18,463
153
$205K 0.02%
6,128
-14,010
154
$204K 0.02%
+1,224
155
$202K 0.02%
+2,450
156
$170K 0.02%
+10,000
157
$149K 0.02%
40,000
158
– –
-7,147
159
– –
-1,696
160
– –
-6,203
161
– –
-3,239
162
– –
-7,128
163
– –
-3,033
164
– –
-5,228
165
– –
-1,000
166
– –
-15,345
167
– –
-14,200
168
– –
-707
169
– –
-11,581
170
– –
-175,780
171
– –
-8,177
172
– –
-2,000
3 4 5 6
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