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
$116M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$399K 0.34%
4,891
+1,031
27
$391K 0.34%
5,033
+21
28
$300K 0.26%
3,994
+24
29
$242K 0.21%
2,384
-255
30
$210K 0.18%
3,573
+5
31
$207K 0.18%
10,238
-1,063