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
$203M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.65%
2 Financials 1.29%
3 Consumer Discretionary 0.58%
4 Healthcare 0.55%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$73K 0.04%
104
-5
77
$71K 0.03%
1,350
78
$70K 0.03%
829
-44
79
$68K 0.03%
517
80
$67K 0.03%
497
81
$67K 0.03%
526
82
$65K 0.03%
1,180
83
$64K 0.03%
271
-50
84
$61K 0.03%
223
85
$61K 0.03%
100
-10
86
$59K 0.03%
358
-142
87
$59K 0.03%
508
88
$58K 0.03%
113
89
$54K 0.03%
205
90
$49K 0.02%
392
91
$49K 0.02%
703
92
$47K 0.02%
1,371
+1,301
93
$47K 0.02%
656
-80
94
$45K 0.02%
264
95
$44K 0.02%
165
-169
96
$42K 0.02%
504
97
$42K 0.02%
84
98
$42K 0.02%
348
-493
99
$40K 0.02%
516
+5
100
$39K 0.02%
141
-66