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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFAUDimensional Etf Trust
Recent Activity
Decreased -1.58%
13.96%
$28.398M
715,496 shares@ $39.69 avg price
CMFIshares Tr
Recent Activity
Decreased -3.67%
6.78%
$13.778M
237,105 shares@ $58.11 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.05%
6.69%
$13.595M
35,412 shares@ $383.91 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.09%
5.05%
$10.255M
379,701 shares@ $27.01 avg price
AAPLApple Inc
Recent Activity
Decreased -1.89%
2.78%
$5.653M
24,265 shares@ $232.97 avg price
ACWVIshares Inc
Recent Activity
Decreased -1.02%
2.67%
$5.429M
47,409 shares@ $114.52 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -7.33%
1.36%
$2.763M
42,606 shares@ $64.86 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -2.35%
1.3%
$2.642M
51,686 shares@ $51.12 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.14%
1.1%
$2.221M
4,827 shares@ $460.13 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.5%
1%
$2.029M
54,043 shares@ $37.55 avg price