FCG
Financial Connections Group Portfolio holdings
AUM
$242M
This Quarter Return
-5.82%
1 Year Return
+12.26%
3 Year Return
+46.79%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+4.5%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
10.41%
Top 10 Holdings %
Top 10 Hldgs %
60.41%
Holding
300
New
6
Increased
48
Reduced
57
Closed
63
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$3.23M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$2.88M |
| 3 |
Apple
AAPL
|
$1.21M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$797K |
| 5 |
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% |
