Cindi Hill

@Financial Connections Group, Inc.

Latest period2024 - Q3

Reported3mo 1d ago

Managed Assets$203.454M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPLDJ P Morgan Exchange Traded F Recent Activity Exited	0%	$2.904M 56,727 shares@ $51.2 avg price	Exited
HOODRobinhood Mkts Inc Recent Activity Exited	0%	$159,000 7,026 shares@ $22.64 avg price	Exited
SCHPSchwab Strategic Tr Recent Activity Exited	0%	$129,000 2,485 shares@ $51.92 avg price	Exited
IJHIshares Tr Recent Activity Exited	0%	$124,000 2,125 shares@ $58.36 avg price	Exited
IEFAIshares Tr Recent Activity Exited	0%	$83,000 1,150 shares@ $72.18 avg price	Exited
RPDRapid7 Inc Recent Activity Exited	0%	$72,000 1,670 shares@ $43.12 avg price	Exited
IJRIshares Tr Recent Activity Exited	0%	$54,000 513 shares@ $105.27 avg price	Exited
EMXCIshares Inc Recent Activity Exited	0%	$42,000 725 shares@ $57.94 avg price	Exited
AVGOBroadcom Inc Recent Activity Exited	0%	$40,000 25 shares@ $1600.0 avg price	Exited
COSTCostco Whsl Corp New Recent Activity Exited	0%	$39,000 46 shares@ $847.83 avg price	Exited