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 |
---|---|---|---|
AAPLApple Inc
| 2.78% | $5.653M 24,265 shares@ $232.97 avg price | Decreased -1.89% |
ACWVIshares Inc
| 2.67% | $5.429M 47,409 shares@ $114.52 avg price | Decreased -1.02% |
VSGXVanguard World Fd
| 2.39% | $4.851M 78,876 shares@ $61.51 avg price | Increased 6.57% |
DMXFIshares Tr
| 2.27% | $4.617M 64,095 shares@ $72.04 avg price | Increased 5.35% |
VVVanguard Index Fds
| 1.84% | $3.729M 14,166 shares@ $263.24 avg price | |
DFASDimensional Etf Trust
| 1.36% | $2.763M 42,606 shares@ $64.86 avg price | Decreased -7.33% |
VTEBVanguard Mun Bd Fds
| 1.3% | $2.642M 51,686 shares@ $51.12 avg price | Decreased -2.35% |
QLTY2023 Etf Series Trust Ii
| 1.1% | $2.221M 68,126 shares@ $32.61 avg price | Increased 18.85% |
BRK.BBerkshire Hathaway Inc Del
| 1.1% | $2.221M 4,827 shares@ $460.13 avg price | Decreased -1.14% |
SPDWSpdr Index Shs Fds
| 1% | $2.029M 54,043 shares@ $37.55 avg price | Decreased -0.5% |