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
476
$192K 0.01%
25,068
-375
477
$183K 0.01%
28,275
478
$183K 0.01%
23,093
-22,500
479
$182K 0.01%
30,465
480
$173K 0.01%
10,405
-173
481
$170K 0.01%
18,620
482
$168K ﹤0.01%
13,661
483
$161K ﹤0.01%
10,631
-26
484
$153K ﹤0.01%
11,478
+235
485
$149K ﹤0.01%
12,073
+99
486
$134K ﹤0.01%
79,100
487
$131K ﹤0.01%
13,975
-1,424
488
$131K ﹤0.01%
12,455
-90
489
$127K ﹤0.01%
14,100
+1,700
490
$124K ﹤0.01%
11,118
-1,152
491
$123K ﹤0.01%
17,352
-617
492
$112K ﹤0.01%
+11,148
493
$103K ﹤0.01%
25,621
-1,158
494
$90K ﹤0.01%
30,163
-1,157
495
$81K ﹤0.01%
16,000
496
$79K ﹤0.01%
11,539
497
$72K ﹤0.01%
18,513
-197
498
$58K ﹤0.01%
3,968
499
$51K ﹤0.01%
10,478
-309
500
$36K ﹤0.01%
10,133