Flc Capital Advisors Portfolio Holdings
Flc Capital Advisors
- $405 Million
- Q2 2024
Flc Capital Advisors has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $405 Million distributed in 168 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 $29M, Schwab Short Term Us Treasury with a value of $27.3M, Schwab Intermediate Term Us Tr with a value of $27.2M, Vanguard Value ETF with a value of $26.4M, and Schwab Us Aggregate Bond ETF with a value of $22.9M.
Examining the 13F form we can see an increase of $8.94M in the current position value, from $396M to 405M.
Below you can find more details about Flc Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$405 Million
ETFs: $257 Million
Technology: $44.2 Million
Energy: $19.6 Million
Healthcare: $18.9 Million
Communication Services: $18.7 Million
Financial Services: $15 Million
Consumer Cyclical: $9.04 Million
Consumer Defensive: $8.68 Million
Other: $13 Million