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
$193M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Sells

1 +$2.19M
2 +$1.02M
3 +$505K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$232K
5
AAPL icon
Apple
AAPL
+$217K

Sector Composition

1 Technology 3.79%
2 Financials 1.45%
3 Healthcare 0.69%
4 Consumer Discretionary 0.62%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K ﹤0.01%
+143
227
$6K ﹤0.01%
340
+140
228
$6K ﹤0.01%
+80
229
$6K ﹤0.01%
14
230
$6K ﹤0.01%
+112
231
$5K ﹤0.01%
+91
232
$5K ﹤0.01%
+5
233
$5K ﹤0.01%
+484
234
$5K ﹤0.01%
29
235
$5K ﹤0.01%
+74
236
$5K ﹤0.01%
120
237
$5K ﹤0.01%
+51
238
$5K ﹤0.01%
+48
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$5K ﹤0.01%
+200
240
$5K ﹤0.01%
+17
241
$5K ﹤0.01%
+503
242
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+80
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245
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+92
246
$5K ﹤0.01%
+119
247
$5K ﹤0.01%
+102
248
$5K ﹤0.01%
+22
249
$5K ﹤0.01%
275
250
$5K ﹤0.01%
+103