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
$231M
AUM Growth
-$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$524K
2 +$495K
3 +$257K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$256K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$241K

Sector Composition

1 Technology 0.82%
2 Financials 0.59%
3 Healthcare 0.41%
4 Utilities 0.37%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.09%
2,564
77
$217K 0.09%
703
-14
78
$217K 0.09%
+848
79
$201K 0.09%
+1,866
80
-698