FC
Fiduciary Counselling Portfolio holdings
AUM
$37.5M
1-Year Est. Return
2.61%
1 Year Est. Return
+2.61%
AUM
$37.5M
AUM Growth
+$2.15M
(+6.1%)
Holding
7
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 30.16% |
| 2 | Real Estate | 29.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Russell 1000 ETF
IWB
$45.6B
| $11.9M | 31.62% |
32,448
|
|
||
2
Berkshire Hathaway Class A
BRK.A
$1.09T
| $11.3M | 30.16% |
15
|
|
||
3
Weyerhaeuser
WY
$15.6B
| $6.37M | 16.98% |
256,916
+383
|
|
||
4
PotlatchDeltic
PCH
$3.04B
| $4.79M | 12.77% |
117,512
+275
|
|
||
5
Vanguard Total Stock Market ETF
VTI
$567B
| $2.8M | 7.47% |
8,538
+2,055
|
|
||
6
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.82B
| $267K | 0.71% |
2,022
|
|
||
7
iShares ESG Aware MSCI EM ETF
ESGE
$5.59B
| $109K | 0.29% |
2,515
|
|