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
$3.12B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$16.2M
3 +$13.7M
4
AMZN icon
Amazon
AMZN
+$13.3M
5
RTX icon
RTX Corp
RTX
+$11.8M

Top Sells

1 +$10.2M
2 +$5.94M
3 +$3.47M
4
IVZ icon
Invesco
IVZ
+$3.25M
5
IQV icon
IQVIA
IQV
+$2.49M

Sector Composition

1 Technology 16.93%
2 Healthcare 12.81%
3 Financials 10.38%
4 Consumer Discretionary 8.52%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$244K 0.01%
+2,625
452
$242K 0.01%
+4,408
453
$240K 0.01%
1,002
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455
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$231K 0.01%
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460
$223K 0.01%
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461
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$222K 0.01%
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$219K 0.01%
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470
$213K 0.01%
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471
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473
$211K 0.01%
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1,103
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$208K 0.01%
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