Dennis R. Plyler
@Fcg Investment Co
Latest period2024 - Q4ReportedManaged Assets$164.38MTotal holdings85
Assets growth rate7.81%Assets growth rate (2-Q avg)11.73%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Fcg Investment Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.
Assets under management
The assets under management (AUM) of Fcg Investment Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 164.38M in assets, with a quarterly growth rate of 7.81% and a 2-quarter average growth rate of 11.73%. The portfolio is managed by Dennis R. Plyler, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LENLennar Corp
| 0.2% | $318,151 2,333 shares@ $136.37 avg price | Increased 6.58% |
ACMRAcm Resh Inc
| 0.19% | $298,708 19,782 shares@ $15.1 avg price | Increased 11.67% |
XLKSelect Sector Spdr Tr
| 0.14% | $222,289 956 shares@ $232.52 avg price | Increased 7.3% |