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
$113M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.08%
2 Healthcare 2.88%
3 Financials 2.33%
4 Consumer Staples 0.71%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8K 0.01%
174
+1
202
$8K 0.01%
109
203
$7K 0.01%
327
204
$7K 0.01%
331
205
$7K 0.01%
+134
206
$7K 0.01%
334
207
$7K 0.01%
+39
208
$7K 0.01%
200
209
$7K 0.01%
51
210
$7K 0.01%
307
+2
211
$7K 0.01%
100
212
$7K 0.01%
344
-289
213
$7K 0.01%
206
214
$7K 0.01%
2,113
+49
215
$6K 0.01%
72
216
$6K 0.01%
+25
217
$6K 0.01%
440
-180
218
$6K 0.01%
554
+17
219
$6K 0.01%
557
+13
220
$6K 0.01%
749
+50
221
$6K 0.01%
316
-44
222
$6K 0.01%
115
223
$5K ﹤0.01%
+22
224
$5K ﹤0.01%
28
225
$5K ﹤0.01%
60