FC

Financial Consulate Portfolio holdings

AUM $708M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$2.77M
3
+$2.03M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.02M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$601K

Top Sells

1
+$15.4M
2
+$13.7M
3
+$8.73M
4
MSFT icon
Microsoft
MSFT
+$4.84M
5
MCD icon
McDonald's
MCD
+$3.21M

Sector Composition

1 Financials 1.55%
2 Utilities 0.14%
3 Technology 0.09%
4 Energy 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
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