FGG

Financial Guidance Group Portfolio holdings

AUM $206M
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.13M
3 +$608K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$542K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$304K

Top Sells

1 +$978K
2 +$342K
3 +$330K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$301K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$91.6K

Sector Composition

1 Technology 3.44%
2 Industrials 0.38%
3 Consumer Discretionary 0.36%
4 Financials 0.2%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$29.4K 0.02%
10,260
52
-10,097