FCI

Financial Counselors Inc Portfolio holdings

AUM $75.2M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.6B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$6.75M
3
+$4.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.61M
5
AMZN icon
Amazon
AMZN
+$3.53M

Top Sells

1
+$15M
2
+$13.4M
3
+$3.24M
4
DE icon
Deere & Co
DE
+$3.02M
5
DHR icon
Danaher
DHR
+$2.91M

Sector Composition

1 Technology 16.89%
2 Healthcare 11.45%
3 Financials 11.37%
4 Consumer Discretionary 8.81%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$610K 0.01%
1,598
+107
352
$610K 0.01%
9,429
-231
353
$610K 0.01%
16,155
-2,055
354
$605K 0.01%
11,281
-744
355
$599K 0.01%
8,132
+267
356
$596K 0.01%
3,110
-96
357
$586K 0.01%
3,357
+30
358
$584K 0.01%
6,750
359
$569K 0.01%
3,435
360
$565K 0.01%
2,735
-695
361
$557K 0.01%
14,349
-1,068
362
$553K 0.01%
2,686
-122
363
$548K 0.01%
9,250
-352
364
$547K 0.01%
12,438
365
$546K 0.01%
9,905
-166
366
$543K 0.01%
5,686
-71
367
$540K 0.01%
2,935
-19
368
$530K 0.01%
6,377
-864
369
$521K 0.01%
10,653
370
$515K 0.01%
5,360
-224
371
$512K 0.01%
15,423
372
$505K 0.01%
17,056
373
$496K 0.01%
46,700
-2,653
374
$492K 0.01%
10,897
+4,251
375
$490K 0.01%
13,394
-548
13 14
15
16 17