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
$146M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$822K
3 +$577K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$565K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$269K

Sector Composition

1 Financials 0.33%
2 Technology 0.28%
3 Healthcare 0.22%
4 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,381
52
-743
53
-4,334
54
-9,997