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
$100M
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$17.7M
3 +$7.79M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.57M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,833
27
-29,700
28
-16,278