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
101
$48K 0.02%
+497
102
$46K 0.02%
+392
103
$46K 0.02%
+736
104
$45K 0.02%
703
-1
105
$43K 0.02%
+264
106
$42K 0.02%
725
107
$40K 0.02%
250
+220
108
$40K 0.02%
84
109
$39K 0.02%
46
+39
110
$38K 0.02%
+511
111
$38K 0.02%
+180
112
$37K 0.02%
+120
113
$37K 0.02%
+196
114
$36K 0.02%
401
115
$36K 0.02%
81
116
$36K 0.02%
+22
117
$35K 0.02%
+380
118
$35K 0.02%
1,560
+31
119
$34K 0.02%
+504
120
$34K 0.02%
495
121
$34K 0.02%
+1,221
122
$34K 0.02%
+458
123
$32K 0.02%
+204
124
$32K 0.02%
+1,055
125
$32K 0.02%
+165
3 4
5
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