\Bbecky Mulhern

@Fc Advisory Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$298.359M

Total holdings106

Assets growth rate0.34%

Assets growth rate (2-Q avg)4.69%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fc Advisory Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Fc Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.359M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by \Bbecky Mulhern, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ESGDIshares Tr Recent Activity New Position	0.11%	$310,421 4,077 shares@ $76.14 avg price	New Position
UNOVInnovator Etfs Trust Recent Activity New Position	0.1%	$270,625 7,817 shares@ $34.63 avg price	New Position
BSCRInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.1%	$269,921 13,856 shares@ $19.49 avg price	New Position
UOCTInnovator Etfs Trust Recent Activity New Position	0.09%	$262,399 7,438 shares@ $35.28 avg price	New Position
EAGGIshares Tr Recent Activity New Position	0.08%	$221,923 4,779 shares@ $46.44 avg price	New Position
UJANInnovator Etfs Trust Recent Activity New Position	0.08%	$217,341 5,580 shares@ $38.95 avg price	New Position
UAPRInnovator Etfs Trust Recent Activity New Position	0.07%	$202,753 6,575 shares@ $30.84 avg price	New Position