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
$157M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$47M
2 +$33.1M
3 +$26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$19.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$16.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47M 29.89%
+174,743
2
$33.1M 21.09%
+406,300
3
$26M 16.52%
+105,846
4
$19.6M 12.48%
+132,646
5
$16.4M 10.41%
+287,830
6
$8.1M 5.16%
+52,361
7
$6.32M 4.02%
+137,722
8
$682K 0.43%
+4,589