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
$119M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$3.23M
2 +$2.88M
3 +$1.21M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$797K
5
PFE icon
Pfizer
PFE
+$579K

Sector Composition

1 Technology 3.03%
2 Financials 1.81%
3 Healthcare 0.96%
4 Consumer Discretionary 0.52%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$50K 0.04%
100
77
$50K 0.04%
298
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$49K 0.04%
517
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$46K 0.04%
508
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$43K 0.04%
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$42K 0.04%
488
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83
$39K 0.03%
275
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84
$36K 0.03%
656
85
$35K 0.03%
484
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86
$34K 0.03%
431
87
$34K 0.03%
458
88
$33K 0.03%
400
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$32K 0.03%
1,336
90
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400
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$32K 0.03%
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92
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703
93
$32K 0.03%
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$31K 0.03%
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$31K 0.03%
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$30K 0.03%
180
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$28K 0.02%
135
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$28K 0.02%
135
99
$27K 0.02%
84
100
$26K 0.02%
1,032
-1,558