Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$459.726M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UAUGInnovator Etfs Trust Recent Activity	0.46%	$2.072M 58,579 shares@ $35.38 avg price
AMZNAmazon Com Inc Recent Activity Increased 19.53%	0.45%	$2.025M 9,249 shares@ $218.94 avg price	Increased 19.53%
SPTSSpdr Ser Tr Recent Activity Increased 0.66%	0.39%	$1.756M 60,665 shares@ $28.94 avg price	Increased 0.66%
CRMSalesforce Inc Recent Activity Increased 10.65%	0.36%	$1.626M 5,116 shares@ $317.86 avg price	Increased 10.65%
DFSUDimensional Etf Trust Recent Activity Increased 19.45%	0.35%	$1.606M 42,835 shares@ $37.51 avg price	Increased 19.45%
VVisa Inc Recent Activity Increased 2.02%	0.35%	$1.603M 5,210 shares@ $307.71 avg price	Increased 2.02%
FLKRFranklin Templeton Etf Tr Recent Activity New Position	0.32%	$1.455M 79,351 shares@ $18.34 avg price	New Position
PAUGInnovator Etfs Trust Recent Activity	0.32%	$1.448M 37,780 shares@ $38.33 avg price
IJUNInnovator Etfs Trust Recent Activity	0.31%	$1.386M 56,430 shares@ $24.56 avg price
GUNRFlexshares Tr Recent Activity New Position	0.3%	$1.345M 36,563 shares@ $36.8 avg price	New Position