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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
BGBunge Global Sa
Recent Activity
Exited
0%
$354,155
3,605 shares@ $98.24 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$347,323
3,691 shares@ $94.1 avg price
HRLHormel Foods Corp
Recent Activity
Exited
0%
$340,620
10,963 shares@ $31.07 avg price
TKRTimken Co
Recent Activity
Exited
0%
$333,290
4,098 shares@ $81.33 avg price
CNCCentene Corp Del
Recent Activity
Exited
0%
$329,805
4,623 shares@ $71.35 avg price
OCOwens Corning New
Recent Activity
Exited
0%
$329,019
1,807 shares@ $182.09 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$320,285
2,696 shares@ $118.81 avg price
MOSMosaic Co New
Recent Activity
Exited
0%
$313,901
12,162 shares@ $25.81 avg price
GPKGraphic Packaging Hldg Co
Recent Activity
Exited
0%
$308,309
10,735 shares@ $28.72 avg price
SPTNSpartannash Co
Recent Activity
Exited
0%
$303,427
14,360 shares@ $21.14 avg price