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
$23.2M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$381K

Top Sells

1 +$21K
2 +$8.18K

Sector Composition

1 Real Estate 44.12%
2 Financials 31.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.23M 31.16%
24
2
$6.93M 29.88%
263,161
+14,475
3
$5.48M 23.64%
34,855
-52
4
$3.3M 14.24%
87,391
5
$249K 1.07%
2,023
6
-101