Cindi Hill
@Financial Connections Group, Inc.
Latest period2024 - Q3ReportedManaged Assets$203.454MTotal holdings216
Assets growth rate5.57%Assets growth rate (2-Q avg)58.33%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Financial Connections Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 216 positions.
Assets under management
The assets under management (AUM) of Financial Connections Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 203.454M in assets, with a quarterly growth rate of 5.57% and a 2-quarter average growth rate of 58.33%. The portfolio is managed by Cindi Hill, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DFAUDimensional Etf Trust
| 13.96% | $28.398M 715,496 shares@ $39.69 avg price | Decreased -1.58% |
JCPBJ P Morgan Exchange Traded F
| 10.74% | $21.839M 452,732 shares@ $48.24 avg price | Increased 15.25% |
ESGVVanguard World Fd
| 8.13% | $16.539M 162,712 shares@ $101.65 avg price | Increased 7.89% |
CMFIshares Tr
| 6.78% | $13.778M 237,105 shares@ $58.11 avg price | Decreased -3.67% |
VUGVanguard Index Fds
| 6.69% | $13.595M 35,412 shares@ $383.91 avg price | Decreased -0.05% |
USXFIshares Tr
| 5.06% | $10.279M 209,451 shares@ $49.08 avg price | Increased 7.81% |
DFAXDimensional Etf Trust
| 5.05% | $10.255M 379,701 shares@ $27.01 avg price | Decreased -2.09% |
DFIVDimensional Etf Trust
| 4.85% | $9.859M 258,920 shares@ $38.08 avg price | Increased 4.34% |
VIGIVanguard Whitehall Fds
| 4.24% | $8.617M 97,611 shares@ $88.28 avg price | Increased 2.31% |
JPSTJ P Morgan Exchange Traded F
| 3.57% | $7.255M 142,996 shares@ $50.74 avg price | Increased 10.65% |