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
251
$5K ﹤0.01%
80
252
$5K ﹤0.01%
+125
253
$5K ﹤0.01%
+59
254
$5K ﹤0.01%
+24
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$5K ﹤0.01%
+255
256
$4K ﹤0.01%
+151
257
$4K ﹤0.01%
130
258
$4K ﹤0.01%
+67
259
$4K ﹤0.01%
+8
260
$4K ﹤0.01%
+30
261
$4K ﹤0.01%
+45
262
$4K ﹤0.01%
+1,224
263
$4K ﹤0.01%
+31
264
$4K ﹤0.01%
69
-1
265
$4K ﹤0.01%
+70
266
$4K ﹤0.01%
+63
267
$4K ﹤0.01%
60
-1
268
$4K ﹤0.01%
+84
269
$4K ﹤0.01%
170
270
$4K ﹤0.01%
537
-1
271
$4K ﹤0.01%
9
272
$3K ﹤0.01%
+180
273
$3K ﹤0.01%
+200
274
$3K ﹤0.01%
+49
275
$3K ﹤0.01%
9