FC

Fiduciary Counselling Portfolio holdings

AUM $35.4M
1-Year Est. Return 9.71%
This Quarter Est. Return
1 Year Est. Return
+9.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.5M
AUM Growth
+$305K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$3.13K

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 46.17%
2 Financials 24.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.55M 31.08%
234,431
+86
2
$6.77M 24.61%
24
3
$5.4M 19.64%
35,537
4
$4.15M 15.1%
81,648
5
$2.29M 8.31%
86,004
6
$348K 1.27%
2,023