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
$158M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.36%
2 Technology 0.31%
3 Financials 0.26%
4 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.13%
+9,936
52
$204K 0.13%
+723
53
-3,174