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
$40.7M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$365K
3 +$53.9K

Top Sells

1 +$90.8K
2 +$59.5K
3 +$19K
4
GE icon
GE Aerospace
GE
+$18.3K

Sector Composition

1 Real Estate 31.31%
2 Financials 29.43%
3 Industrials 0%
4 Materials 0%