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
526
-9,697
527
-6,172
528
-2,195
529
-10,673
530
-23,049
531
-9,255
532
-358,298
533
-1,560
534
-12,452
535
-1,250
536
-4,060
537
-15,375
538
-3,813
539
-6,732
540
-6,540
541
-2,649
542
-16,419
543
-12,630
544
-425
545
-4,099
546
-6,270
547
-10,407
548
-42,268
549
-77,902
550
-18,244