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
$127M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.1%
2 Financials 2.06%
3 Healthcare 1.06%
4 Industrials 0.56%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8K 0.01%
100
177
$8K 0.01%
396
178
$8K 0.01%
177
-246
179
$7K 0.01%
350
180
$7K 0.01%
100
181
$7K 0.01%
206
182
$7K 0.01%
2,236
+67
183
$6K ﹤0.01%
120
+69
184
$6K ﹤0.01%
17
185
$6K ﹤0.01%
200
186
$6K ﹤0.01%
595
+22
187
$6K ﹤0.01%
582
+13
188
$6K ﹤0.01%
+97
189
$5K ﹤0.01%
300
190
$5K ﹤0.01%
314
+4
191
$5K ﹤0.01%
500
192
$5K ﹤0.01%
31
193
$5K ﹤0.01%
115
194
$4K ﹤0.01%
143
195
$4K ﹤0.01%
109
196
$4K ﹤0.01%
75
197
$4K ﹤0.01%
749
198
$4K ﹤0.01%
268
+168
199
$4K ﹤0.01%
551
+13
200
$4K ﹤0.01%
167
-2,545