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FCI

Financial Counselors Inc Portfolio holdings

AUM $70.9M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.26M
3
+$3.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
GE icon
GE Aerospace
GE
+$2.3M

Top Sells

1
+$5.79M
2
+$4.67M
3
+$3.45M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.29M
5
CL icon
Colgate-Palmolive
CL
+$2.3M

Sector Composition

1 Industrials 13.14%
2 Healthcare 11.57%
3 Technology 10.72%
4 Energy 7.69%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$112K 0.01%
25,485
-5,961
402
$87K 0.01%
+1,879
403
$71K 0.01%
1,011
-48
404
$66K ﹤0.01%
11,040
405
$62K ﹤0.01%
76
-2
406
$38K ﹤0.01%
10,000
407
$22K ﹤0.01%
1,370
408
$5K ﹤0.01%
1,000
409
– –
-5,227
410
– –
-11,058
411
– –
-7,438
412
– –
-4,457
413
– –
-6,410
414
– –
-4,923
415
– –
-27,459
416
– –
-67,850
417
– –
-22,777
418
– –
-49,801
419
– –
-8,967
420
– –
-10,400
421
– –
-4,625
422
– –
-82,350
423
– –
-8,098
424
– –
-13,425
425
– –
-3,761
14 15 16
17
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