Flc Capital Advisors Portfolio Holdings
Flc Capital Advisors
- $430 Million
- Q3 2024
Flc Capital Advisors has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $430 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $30.6M, Vanguard Value ETF with a value of $29.4M, Schwab Intermediate Term Us Tr with a value of $28.8M, Schwab Short Term Us Treasury with a value of $28.5M, and Schwab Us Aggregate Bond ETF with a value of $24.7M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $405M to 430M.
Below you can find more details about Flc Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$430 Million
ETFs: $275 Million
Technology: $47.1 Million
Energy: $20 Million
Communication Services: $18.5 Million
Healthcare: $17.8 Million
Financial Services: $16.6 Million
Consumer Defensive: $11.2 Million
Consumer Cyclical: $9.51 Million
Other: $14.6 Million