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Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$459.726MTotal holdings274
Assets growth rate5.57%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Fiduciary Financial Group, Llc 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 - Q4, they manage 459.726M in assets, with a quarterly growth rate of 5.57% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLKRFranklin Templeton Etf Tr
Recent Activity
New Position
0.32%
$1.455M
79,351 shares@ $18.34 avg price
GUNRFlexshares Tr
Recent Activity
New Position
0.3%
$1.345M
36,563 shares@ $36.8 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.25%
$1.125M
9,835 shares@ $114.35 avg price
SCMBSchwab Strategic Tr
Recent Activity
New Position
0.23%
$1.022M
40,081 shares@ $25.51 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.15%
$668,964
1,253 shares@ $533.89 avg price
DCORDimensional Etf Trust
Recent Activity
New Position
0.15%
$664,638
10,447 shares@ $63.62 avg price
GVAGranite Constr Inc
Recent Activity
New Position
0.12%
$544,814
6,245 shares@ $87.25 avg price
SCHKSchwab Strategic Tr
Recent Activity
New Position
0.09%
$398,736
14,200 shares@ $28.08 avg price
TGTTarget Corp
Recent Activity
New Position
0.08%
$336,064
2,373 shares@ $141.62 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
New Position
0.08%
$325,602
3,482 shares@ $93.52 avg price