FCG

Financial Connections Group Portfolio holdings

AUM $291M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.2M
3
+$833K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$785K
5
MSFT icon
Microsoft
MSFT
+$615K

Top Sells

1
+$3.05M
2
+$664K
3
+$590K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$374K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$335K

Sector Composition

1 Technology 5.4%
2 Financials 2.11%
3 Healthcare 1.36%
4 Consumer Discretionary 1%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
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