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
$206M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.75M
3
+$2.24M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$1.72M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.5M

Top Sells

1
+$3.35M
2
+$1.94M
3
+$1.85M
4
XTWO icon
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
+$1.44M
5
BAR icon
GraniteShares Gold Shares
BAR
+$706K

Sector Composition

1 Technology 2.46%
2 Financials 0.78%
3 Consumer Discretionary 0.53%
4 Industrials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$248K 0.12%
+351
77
$247K 0.12%
+2,450
78
$247K 0.12%
5,120
79
$235K 0.11%
413
80
$233K 0.11%
+260
81
$227K 0.11%
+1,826
82
$207K 0.1%
+3,639
83
$142K 0.07%
6,785
+415
84
$68.5K 0.03%
21,945
1 2 3
4