FC
Financial Council Portfolio holdings
AUM
$207M
This Quarter Return
+0.18%
1 Year Return
+13.97%
3 Year Return
+66.81%
5 Year Return
–
10 Year Return
–
AUM
$70.9M
AUM Growth
–
Cap. Flow
+$70.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.65%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$10.9M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$7.79M |
| 3 |
Apple
AAPL
|
$5.36M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.11M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Consumer Staples | 4.2% |
| 3 | Real Estate | 3.24% |
| 4 | Healthcare | 2.29% |
| 5 | Energy | 1.58% |
