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
176
$13K 0.01%
+87
177
$13K 0.01%
+200
178
$13K 0.01%
23
+11
179
$13K 0.01%
286
-1
180
$13K 0.01%
1,414
+51
181
$12K 0.01%
65
+31
182
$11K 0.01%
300
183
$11K 0.01%
1,000
184
$11K 0.01%
+60
185
$11K 0.01%
+195
186
$11K 0.01%
+159
187
$11K 0.01%
+260
188
$11K 0.01%
+165
189
$11K 0.01%
+117
190
$11K 0.01%
+381
191
$11K 0.01%
386
192
$11K 0.01%
+162
193
$10K 0.01%
+103
194
$10K 0.01%
+59
195
$10K 0.01%
+300
196
$10K 0.01%
600
197
$10K 0.01%
672
+14
198
$10K 0.01%
+25
199
$10K 0.01%
+94
200
$9K ﹤0.01%
+140
6 7
8
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