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
$226M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.71%
2 Financials 0.53%
3 Healthcare 0.42%
4 Utilities 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$319K 0.14%
3,299
+124
77
$317K 0.14%
6,546
+27
78
$317K 0.14%
19,632
+978
79
$314K 0.14%
5,361
+19
80
$284K 0.13%
1,594
+156
81
$266K 0.12%
2,939
+11
82
$266K 0.12%
3,394
+25
83
$237K 0.1%
8,330
84
$231K 0.1%
1,096
+108
85
$217K 0.1%
+10,700
86
$213K 0.09%
+2,979
87
$210K 0.09%
2,774
+20