FA
FC Advisory Portfolio holdings
AUM
$324M
This Quarter Return
-5.49%
1 Year Return
+10.62%
3 Year Return
+35.04%
5 Year Return
+43.91%
10 Year Return
+81.95%
AUM
$197M
AUM Growth
+$197M
(-5.5%)
Cap. Flow
+$248K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
56.4%
Holding
89
New
7
Increased
31
Reduced
38
Closed
7
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.34M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$862K |
| 3 |
iShares MBS ETF
MBB
|
$735K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$685K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$583K |
Top Sells
Sector Composition
| 1 | Technology | 0.67% |
| 2 | Financials | 0.56% |
| 3 | Healthcare | 0.49% |
| 4 | Utilities | 0.24% |
| 5 | Industrials | 0.19% |
