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Brian Ekstrom

@Flc Capital Advisors

Latest period2024 - Q4ReportedManaged Assets$434.523MTotal holdings174
Assets growth rate0.26%Assets growth rate (2-Q avg)3.45%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Flc Capital Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Flc Capital Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 434.523M in assets, with a quarterly growth rate of 0.26% and a 2-quarter average growth rate of 3.45%. The portfolio is managed by Brian Ekstrom, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ALBAlbemarle Corp
Recent Activity
Exited
0%
$210,067
2,218 shares@ $94.72 avg price
EDConsolidated Edison Inc
Recent Activity
Exited
0%
$208,260
2,000 shares@ $104.13 avg price