FIG
FSA Investment Group Portfolio holdings
AUM
$160M
1-Year Est. Return
13.09%
1 Year Est. Return
+13.09%
AUM
$135M
AUM Growth
+$17.6M
(+15%)
Holding
26
Top Buys
| 1 | +$29.7M | |
| 2 | +$670K | |
| 3 | +$224K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$201K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$133K |
Top Sells
| 1 | +$11.1M | |
| 2 | +$5.83M | |
| 3 | +$1.63M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$1.5M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.46M |
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
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| – | – |
-44,250
|
|