FCG

Financial Connections Group Portfolio holdings

AUM $256M
1-Year Est. Return 13.2%
This Quarter Est. Return
1 Year Est. Return
+13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.29M
3 +$1.02M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$867K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$469K

Top Sells

1 +$1.24M
2 +$382K
3 +$245K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$178K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 3.59%
2 Financials 1.68%
3 Healthcare 0.9%
4 Consumer Discretionary 0.75%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
50
227
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135
228
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250
229
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100
-2,370
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$2K ﹤0.01%
29
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$1K ﹤0.01%
+8
232
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1,000
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+10
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+16
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$1K ﹤0.01%
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32
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$1K ﹤0.01%
500
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500
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+19
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$1K ﹤0.01%
200
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$0 ﹤0.01%
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242
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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-300
250
-50