FCG
Financial Connections Group Portfolio holdings
AUM
$291M
1-Year Est. Return
16.59%
This Fund
S&P 500
1 Year Est. Return
+16.59%
AUM
$291M
AUM Growth
+$34.6M
(+14%)
Holding
252
Top Buys
| 1 | +$10.1M | |
| 2 | +$8.1M | |
| 3 | +$4.2M | |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$4.17M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$4.04M |
Top Sells
| 1 | +$3.11M | |
| 2 | +$3.09M | |
| 3 | +$1.55M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$465K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$369K |
Sector Composition
| 1 | Technology | 3.47% |
| 2 | Financials | 1.41% |
| 3 | Communication Services | 0.65% |
| 4 | Healthcare | 0.44% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Warner Bros
WBD
$69.6B
| $0 | ﹤0.01% |
3
|
|
||
252
Waste Management
WM
$98B
| $0 | ﹤0.01% |
+1
|
|