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
126
$31K 0.02%
+8
127
$31K 0.02%
+146
128
$31K 0.02%
+400
129
$31K 0.02%
+385
130
$30K 0.02%
+127
131
$28K 0.01%
93
132
$28K 0.01%
+87
133
$28K 0.01%
455
+270
134
$26K 0.01%
328
+156
135
$25K 0.01%
1,569
+271
136
$25K 0.01%
+201
137
$24K 0.01%
904
+355
138
$23K 0.01%
1,666
+49
139
$23K 0.01%
+105
140
$23K 0.01%
54
+42
141
$23K 0.01%
+146
142
$22K 0.01%
+66
143
$22K 0.01%
593
144
$22K 0.01%
690
145
$22K 0.01%
365
146
$22K 0.01%
+290
147
$21K 0.01%
+49
148
$21K 0.01%
+24
149
$21K 0.01%
+240
150
$20K 0.01%
180
+67
4 5
6
7 8