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
$113M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.08%
2 Healthcare 2.88%
3 Financials 2.33%
4 Consumer Staples 0.71%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$18K 0.02%
+175
152
$18K 0.02%
75
153
$17K 0.02%
28
154
$17K 0.02%
+218
155
$17K 0.02%
420
-885
156
$17K 0.02%
423
157
$17K 0.02%
169
158
$16K 0.01%
+186
159
$16K 0.01%
311
160
$15K 0.01%
1,754
+877
161
$15K 0.01%
+70
162
$15K 0.01%
640
+2
163
$15K 0.01%
240
164
$15K 0.01%
277
165
$15K 0.01%
295
-904
166
$15K 0.01%
86
167
$14K 0.01%
+264
168
$14K 0.01%
437
169
$14K 0.01%
162
170
$14K 0.01%
1,000
171
$14K 0.01%
+87
172
$13K 0.01%
80
+70
173
$13K 0.01%
292
174
$13K 0.01%
300
175
$12K 0.01%
+231