Financial Council Asset Management Inc Buys SPDR Portfolio S&P 500 Growth ETF, iShares MSCI ...

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Investment company Financial Council Asset Management Inc (Current Portfolio) buys SPDR Portfolio S&P 500 Growth ETF, iShares MSCI ACWI Index Fund, SPDR Portfolio S&P 500 Value ETF, iShares Core MSCI Emerging Markets ETF, Humana Inc, sells Leidos Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Financial Council Asset Management Inc. As of 2021Q4, Financial Council Asset Management Inc owns 47 stocks with a total value of $84 million. These are the details of the buys and sells.

  • New Purchases: IEMG, HUM, XLP, EL, STZ,

  • Added Positions: SPYG, ACWI, SPYV, IJH, PG, DFAC, SPY, VZ, SHM, MSFT, IXUS, XOM, VTI, JNJ, DIS,

  • Reduced Positions: IVV, LDOS, JPM, PFE, IWY,


For the details of Financial Council Asset Management Inc's stock buys and sells,
go to https://www.gurufocus.com/guru/financial+council+asset+management+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Council Asset Management Inc

  1. ISHARES TRUST (IUSG) - 106,646 shares, 14.73% of the total portfolio. Shares added by 0.09%

  2. ISHARES TRUST (IUSV) - 110,611 shares, 10.09% of the total portfolio. Shares added by 0.64%

  3. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 97,366 shares, 8.43% of the total portfolio. Shares added by 21.95%

  4. Apple Inc (AAPL) - 38,065 shares, 8.08% of the total portfolio. Shares added by 0.53%

  5. iShares Russell 3000 ETF (IWV) - 19,520 shares, 6.47% of the total portfolio. Shares added by 0.59%

New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)

Financial Council Asset Management Inc initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $59.790000. The impact to a portfolio due to this purchase was 0.63%. The holding were 8,765 shares as of 2021-12-31.

New Purchase: Humana Inc (HUM)

Financial Council Asset Management Inc initiated holding in Humana Inc. The purchase prices were between $384.96 and $469.02, with an estimated average price of $443.48. The stock is now traded at around $375.250000. The impact to a portfolio due to this purchase was 0.27%. The holding were 478 shares as of 2021-12-31.

New Purchase: Consumer Staples Select Sector SPDR (XLP)

Financial Council Asset Management Inc initiated holding in Consumer Staples Select Sector SPDR. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $75.960000. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,840 shares as of 2021-12-31.

New Purchase: The Estee Lauder Companies Inc (EL)

Financial Council Asset Management Inc initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $304.25 and $370.2, with an estimated average price of $340.4. The stock is now traded at around $297.020000. The impact to a portfolio due to this purchase was 0.25%. The holding were 573 shares as of 2021-12-31.

New Purchase: Constellation Brands Inc (STZ)

Financial Council Asset Management Inc initiated holding in Constellation Brands Inc. The purchase prices were between $211.62 and $250.97, with an estimated average price of $228.43. The stock is now traded at around $241.010000. The impact to a portfolio due to this purchase was 0.24%. The holding were 806 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Financial Council Asset Management Inc added to a holding in SPDR Portfolio S&P 500 Growth ETF by 21.95%. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $63.890000. The impact to a portfolio due to this purchase was 1.52%. The holding were 97,366 shares as of 2021-12-31.

Added: iShares MSCI ACWI Index Fund (ACWI)

Financial Council Asset Management Inc added to a holding in iShares MSCI ACWI Index Fund by 36.32%. The purchase prices were between $98.5 and $106.18, with an estimated average price of $103.69. The stock is now traded at around $99.520000. The impact to a portfolio due to this purchase was 1.16%. The holding were 34,599 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 Value ETF (SPYV)

Financial Council Asset Management Inc added to a holding in SPDR Portfolio S&P 500 Value ETF by 28.16%. The purchase prices were between $38.9 and $42.04, with an estimated average price of $40.62. The stock is now traded at around $40.690000. The impact to a portfolio due to this purchase was 1.09%. The holding were 98,454 shares as of 2021-12-31.



Here is the complete portfolio of Financial Council Asset Management Inc. Also check out:

1. Financial Council Asset Management Inc's Undervalued Stocks

2. Financial Council Asset Management Inc's Top Growth Companies, and

3. Financial Council Asset Management Inc's High Yield stocks

4. Stocks that Financial Council Asset Management Inc keeps buyingThis article first appeared on GuruFocus.