FC

FCA Corp Portfolio holdings

AUM $360M
1-Year Est. Return 11.62%
This Quarter Est. Return
1 Year Est. Return
+11.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.84M
3
+$2.78M
4
CSX icon
CSX Corp
CSX
+$1.6M
5
FLO icon
Flowers Foods
FLO
+$1.43M

Top Sells

1
+$3.47M
2
+$2.87M
3
+$2.68M
4
BG icon
Bunge Global
BG
+$1.22M
5
VZ icon
Verizon
VZ
+$1.12M

Sector Composition

1 Energy 7.41%
2 Industrials 7.05%
3 Financials 6.14%
4 Healthcare 5.68%
5 Utilities 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4 5 6
7