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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 $308,310,246
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Gbl Growth Eqt
 1,580,300 $66,894,103 21.7%
2.
Ishares Tr - MSCI ACWI EX US
 392,461 $29,870,182 9.69%
3.
Capital Group Growth Etf
 516,393 $24,373,748 7.91%
4.
Ishares Trust
 IEF 85,946 $16,165,527 5.24%
5.
Spdr Series Trust
 KRE 227,017 $13,800,363 4.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.