FGG

Financial Guidance Group Portfolio holdings

AUM $244M
1-Year Est. Return 14.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.9%
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
+$1.84M
2
+$1.13M
3
+$623K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$552K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$296K

Top Sells

1
+$978K
2
+$354K
3
+$336K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$289K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$91.2K

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
1 2
3