FC

Financial Council Portfolio holdings

AUM $225M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$724K
2 +$306K
3 +$278K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$271K
5
TSLA icon
Tesla
TSLA
+$245K

Top Sells

1 +$16.3M
2 +$14.6M
3 +$8.83M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.58M

Sector Composition

1 Technology 10.51%
2 Consumer Staples 4.03%
3 Healthcare 3.32%
4 Energy 1.79%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,697
77
-2,885