FCG
Financial Connections Group Portfolio holdings
AUM
$242M
This Quarter Return
+1.9%
1 Year Return
+12.26%
3 Year Return
+46.79%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+111%)
Cap. Flow
+$100M
Cap. Flow
% of AUM
51.93%
Top 10 Holdings %
Top 10 Hldgs %
67.13%
Holding
350
New
184
Increased
50
Reduced
28
Closed
6
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$18.2M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$14.6M |
| 3 |
iShares California Muni Bond ETF
CMF
|
$14M |
| 4 |
Vanguard Growth ETF
VUG
|
$13.3M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$7.76M |
Top Sells
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Financials | 1.45% |
| 3 | Healthcare | 0.69% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Communication Services | 0.48% |
