FIG

FSA Investment Group Portfolio holdings

AUM $164M
1-Year Est. Return 12.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$619K
3 +$190K
4
NVDA icon
NVIDIA
NVDA
+$178K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$125K

Sector Composition

1 Technology 0.78%
2 Healthcare 0%
3 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-69,485