FCC

Flower City Capital Portfolio holdings

AUM $186M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.4M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.62M
3 +$257K
4
AMZN icon
Amazon
AMZN
+$244K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$152K

Top Sells

1 +$13.7M
2 +$467K
3 +$175K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$141K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$91.3K

Sector Composition

1 Technology 2.59%
2 Consumer Discretionary 0.77%
3 Communication Services 0.32%
4 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$58.9K 0.07%
2,701
27
-190,710
28
-15,723