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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
FDPFresh Del Monte Produce Inc
Recent Activity
New Position
0.07%
$283,744
9,297 shares@ $30.52 avg price
GPNGlobal Pmts Inc
Recent Activity
New Position
0.07%
$282,140
2,669 shares@ $105.72 avg price
KALUKaiser Aluminum Corp
Recent Activity
New Position
0.07%
$280,770
3,999 shares@ $70.22 avg price
ZTSZoetis Inc
Recent Activity
New Position
0.07%
$277,317
1,698 shares@ $163.32 avg price
YELPYelp Inc
Recent Activity
New Position
0.07%
$276,196
7,187 shares@ $38.43 avg price
PSFFPacer Fds Tr
Recent Activity
New Position
0.06%
$274,405
9,420 shares@ $29.14 avg price
OCSLOaktree Specialty Lending Co
Recent Activity
New Position
0.06%
$269,502
18,015 shares@ $14.96 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.06%
$268,878
2,477 shares@ $108.55 avg price
ENOVEnovis Corporation
Recent Activity
New Position
0.06%
$268,217
5,991 shares@ $44.77 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$241,474
5,103 shares@ $47.33 avg price