FCC

Florin Court Capital Portfolio holdings

AUM $97.8M
1-Year Est. Return 21.16%
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$9.59M
2 +$6.37M
3 +$3.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.53M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$215K 0.13%
+5,600
27
$200K 0.12%
+1,800
28
-12,637