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
151
$10K 0.01%
265
-30
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$9K 0.01%
1,103
+32
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$9K 0.01%
264
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+2
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-500
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1,200
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$8K 0.01%
100
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396
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$8K 0.01%
82
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$7K 0.01%
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$7K 0.01%
331
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$7K 0.01%
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$7K 0.01%
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$6K 0.01%
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$6K 0.01%
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2,169
+56
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$5K ﹤0.01%
300
+200
175
$5K ﹤0.01%
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