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
301
$2K ﹤0.01%
+93
302
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+85
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$2K ﹤0.01%
50
304
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305
$2K ﹤0.01%
50
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307
$1K ﹤0.01%
50
308
$1K ﹤0.01%
+250
309
$1K ﹤0.01%
33
310
$1K ﹤0.01%
30
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+61
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$1K ﹤0.01%
+4
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$1K ﹤0.01%
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+8
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109
-1
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100
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+46
321
$0 ﹤0.01%
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$0 ﹤0.01%
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323
$0 ﹤0.01%
5
324
– –
0
325
$0 ﹤0.01%
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