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Home > Institutional Investor > Financial Council Asset Management Inc > Profile

Instuitional Investor - Financial Council Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Financial Council Asset Management Inc
Portfolio Value $207,388,967
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Gbl Growth Eqt
 1,386,850 $44,337,603 21.38%
2.
Capital Group Growth Etf
 432,606 $17,585,424 8.48%
3.
Ishares Trust
 IEF 86,546 $13,016,518 6.28%
4.
Spdr Series Trust
 222,651 $11,653,553 5.62%
5.
Apple Inc.
 AAPL 47,458 $9,736,908 4.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)