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
$149M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$215K
2 +$202K
3 +$53.1K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8K
5
LDOS icon
Leidos
LDOS
+$29.7K

Sector Composition

1 Technology 10.87%
2 Healthcare 3.08%
3 Consumer Staples 3.07%
4 Consumer Discretionary 1.86%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$116K 0.08%
12,005
77
-2,038
78
-803