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
276
$3K ﹤0.01%
93
277
$3K ﹤0.01%
+58
278
$3K ﹤0.01%
+40
279
$3K ﹤0.01%
+78
280
$3K ﹤0.01%
+315
281
$3K ﹤0.01%
30
282
$3K ﹤0.01%
90
283
$3K ﹤0.01%
+4
284
$3K ﹤0.01%
+122
285
$2K ﹤0.01%
+25
286
$2K ﹤0.01%
+85
287
$2K ﹤0.01%
70
288
$2K ﹤0.01%
+10
289
$2K ﹤0.01%
+23
290
$2K ﹤0.01%
+11
291
$2K ﹤0.01%
+278
292
$2K ﹤0.01%
32
293
$2K ﹤0.01%
+11
294
$2K ﹤0.01%
+30
295
$2K ﹤0.01%
+22
296
$2K ﹤0.01%
+104
297
$2K ﹤0.01%
200
298
$2K ﹤0.01%
135
299
$2K ﹤0.01%
25
300
$2K ﹤0.01%
500
10 11
12
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