FA
FC Advisory Portfolio holdings
AUM
$324M
This Quarter Return
+4.27%
1 Year Return
+10.62%
3 Year Return
+35.04%
5 Year Return
+43.91%
10 Year Return
+81.95%
AUM
$244M
AUM Growth
+$244M
(+7.9%)
Cap. Flow
+$8.93M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
55.84%
Holding
94
New
7
Increased
69
Reduced
13
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$62.8K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$59.9K |
| 3 |
iShares Core High Dividend ETF
HDV
|
$55.7K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$42K |
| 5 |
Vanguard Growth ETF
VUG
|
$41.3K |
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Healthcare | 0.61% |
| 3 | Financials | 0.54% |
| 4 | Industrials | 0.2% |
| 5 | Utilities | 0.18% |
