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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.36%
2 Healthcare 3.43%
3 Financials 3.09%
4 Consumer Discretionary 1.07%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
+350
202
$9K 0.01%
+331
203
$9K 0.01%
+334
204
$9K 0.01%
+26
205
$9K 0.01%
+100
206
$9K 0.01%
+303
207
$9K 0.01%
+100
208
$9K 0.01%
+83
209
$9K 0.01%
+206
210
$9K 0.01%
+60
211
$9K 0.01%
+673
212
$9K 0.01%
+175
213
$8K 0.01%
+51
214
$8K 0.01%
+115
215
$8K 0.01%
+57
216
$8K 0.01%
+1,072
217
$8K 0.01%
+334
218
$8K 0.01%
+156
219
$7K 0.01%
+30
220
$7K 0.01%
+95
221
$7K 0.01%
+1,000
222
$7K 0.01%
+100
223
$7K 0.01%
+1,141
224
$7K 0.01%
+523
225
$7K 0.01%
+532