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
$2.46B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.08M
3 +$4.69M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.65M
5
DIS icon
Walt Disney
DIS
+$4.45M

Top Sells

1 +$4.21M
2 +$4.03M
3 +$3.18M
4
NVS icon
Novartis
NVS
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.68M

Sector Composition

1 Technology 12.33%
2 Healthcare 11.98%
3 Financials 10.64%
4 Industrials 9.18%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-6,377
527
-1,218
528
-3,666
529
-9,340
530
-4,940
531
-4,867
532
-3,040
533
-4,550
534
-2,549
535
-2,380
536
-10,240
537
-35
538
-1,640
539
-704
540
-1,600
541
-2,420
542
-1,172
543
-3,650
544
-506
545
-14,333
546
-4,100
547
-2,169
548
-2,664
549
-6,700
550
-11,214