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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
AOMIshares Tr
Recent Activity
Decreased -5.77%
0.05%
$208,946
4,866 shares@ $42.94 avg price
EQALInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.09%
0.05%
$200,773
4,188 shares@ $47.95 avg price
XBXMXNuveen S&p 500 Buy-write Inc
Recent Activity
Decreased -33.88%
0.05%
$189,734
13,910 shares@ $13.65 avg price
MFGMizuho Financial Group Inc
Recent Activity
Decreased -1.15%
0.02%
$71,093
14,719 shares@ $4.84 avg price
SVCService Pptys Tr
Recent Activity
Decreased -50.23%
0.02%
$48,576
18,901 shares@ $2.58 avg price