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
151
$19K 0.01%
+671
152
$19K 0.01%
+271
153
$19K 0.01%
+125
154
$19K 0.01%
75
155
$19K 0.01%
+200
156
$18K 0.01%
169
-1
157
$18K 0.01%
715
158
$18K 0.01%
+25
159
$18K 0.01%
187
-1
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$18K 0.01%
141
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$18K 0.01%
250
+130
162
$17K 0.01%
2,501
+38
163
$17K 0.01%
+235
164
$16K 0.01%
90
165
$16K 0.01%
200
166
$16K 0.01%
31
167
$16K 0.01%
+76
168
$15K 0.01%
822
169
$15K 0.01%
674
+4
170
$15K 0.01%
396
171
$14K 0.01%
109
-1
172
$14K 0.01%
+241
173
$14K 0.01%
+241
174
$14K 0.01%
500
175
$14K 0.01%
300
+170
5 6
7
8 9