FSG
Financial Strategies Group Portfolio holdings
AUM
$479M
This Quarter Return
-11.76%
1 Year Return
+11.39%
3 Year Return
+39.66%
5 Year Return
+53.47%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(-4.9%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
7.49%
Top 10 Holdings %
Top 10 Hldgs %
65.69%
Holding
91
New
7
Increased
59
Reduced
18
Closed
6
Top Buys
| 1 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$9.83M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.12M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.62M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.38M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.05M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2% |
| 2 | Financials | 1.64% |
| 3 | Technology | 1.44% |
| 4 | Communication Services | 1.39% |
| 5 | Consumer Staples | 1.07% |
