FGG
Financial Guidance Group Portfolio holdings
AUM
$206M
This Quarter Return
+0.44%
1 Year Return
+12.49%
3 Year Return
+43.73%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+5.7%)
Cap. Flow
+$8.85M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
56.47%
Holding
69
New
12
Increased
12
Reduced
26
Closed
–
Top Buys
| 1 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$3.42M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.23M |
| 3 |
Aptus Defined Risk ETF
DRSK
|
$1.9M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.54M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
$1.49M |
Top Sells
| 1 |
Apple
AAPL
|
$2.2M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.5M |
| 3 |
FT Vest US Equity Buffer ETF June
FJUN
|
$1.31M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.28M |
| 5 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$1.23M |
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Industrials | 0.42% |
| 4 | Financials | 0.33% |
| 5 | Healthcare | 0.2% |
