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FC

Fiduciary Counselling Portfolio holdings

AUM $35.9M
1-Year Est. Return 1.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.2M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$2.22M
3
+$1.33M

Top Sells

1
+$20K

Sector Composition

1 Financials 37.84%
2 Real Estate 37.39%
3 Materials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 37.79%
39
+15
2
$10.2M 23.56%
295,653
+59,947
3
$8.44M 19.53%
34,855
4
$5.98M 13.83%
112,445
+23,094
5
$1.98M 4.58%
5,029
6
$226K 0.52%
4,999
-451
7
$58K 0.13%
2,000
8
$23K 0.05%
81