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
$136M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.88%
2 Consumer Discretionary 0.43%
3 Industrials 0.34%
4 Financials 0.19%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.15%
+4,397
52
$44.8K 0.03%
10,260