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
126
$17K 0.01%
593
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$17K 0.01%
200
-190
128
$17K 0.01%
169
129
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1,340
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28
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351
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134
$14K 0.01%
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$13K 0.01%
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136
$13K 0.01%
1,000
137
$12K 0.01%
333
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$12K 0.01%
1,131
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31
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437
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$10K 0.01%
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$10K 0.01%
227
+1
150
$10K 0.01%
287