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Home > Institutional Investor > Flc Capital Advisors > Profile

Instuitional Investor - Flc Capital Advisors

Fund Profile
Filing Period:
Fund Name: Flc Capital Advisors
Portfolio Value $445,737,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 179,019 $30,923,814 6.94%
2.
Schwab Strategic Trust
 FNDF 1,239,238 $30,807,449 6.91%
3.
Schwab Strategic Trust
 FNDF 1,200,148 $30,051,697 6.74%
4.
Schwab Strategic Trust
 FNDF 1,220,212 $29,699,967 6.66%
5.
Schwab Strategic Trust
 FNDF 1,134,534 $26,275,807 5.89%
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)