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 Buys

1
+$18.2M
2
+$14.6M
3
+$14M
4
VUG icon
Vanguard Growth ETF
VUG
+$13.3M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$7.75M

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%
+119
232
$5K ﹤0.01%
+102
233
$5K ﹤0.01%
+22
234
$5K ﹤0.01%
275
235
$5K ﹤0.01%
+125
236
$5K ﹤0.01%
+59
237
$5K ﹤0.01%
+24
238
$5K ﹤0.01%
+255
239
$5K ﹤0.01%
+91
240
$5K ﹤0.01%
+5
241
$5K ﹤0.01%
+484
242
$5K ﹤0.01%
29
243
$5K ﹤0.01%
+74
244
$5K ﹤0.01%
120
245
$5K ﹤0.01%
+51
246
$5K ﹤0.01%
+48
247
$5K ﹤0.01%
+200
248
$5K ﹤0.01%
+17
249
$5K ﹤0.01%
+503
250
$5K ﹤0.01%
+80
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