FA

FC Advisory Portfolio holdings

AUM $342M
1-Year Est. Return 10.42%
This Quarter Est. Return
1 Year Est. Return
+10.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$3.32M
2 +$96.6K
3 +$64.8K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$391K 0.35%
4,973
-139
27
$366K 0.33%
4,870
-44,118
28
$313K 0.28%
7,648
29
$284K 0.25%
11,184
+264
30
$226K 0.2%
3,561
31
$215K 0.19%
1,721