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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 $483,615,230
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,454,813 $35,468,341 7.33%
2.
Schwab Strategic Trust
 FNDF 1,410,832 $35,313,135 7.3%
3.
Vanguard Index Fds - VALUE ETF
 183,799 $32,484,708 6.72%
4.
Schwab Strategic Trust
 FNDF 1,100,864 $32,156,235 6.65%
5.
Schwab Strategic Trust
 FNDF 803,443 $17,756,089 3.67%
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)