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
$3.41B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$15.2M
3 +$5.83M
4
UNH icon
UnitedHealth
UNH
+$4.68M
5
AMZN icon
Amazon
AMZN
+$4.29M

Top Sells

1 +$6.03M
2 +$5.75M
3 +$5.75M
4
GLW icon
Corning
GLW
+$4.05M
5
MCHP icon
Microchip Technology
MCHP
+$3.94M

Sector Composition

1 Technology 17.13%
2 Healthcare 12.64%
3 Financials 9.98%
4 Consumer Discretionary 9.11%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
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3,716
-392
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$225K 0.01%
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$192K 0.01%
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