SEC 13F Intelligence

Managers / Q3 2021 · view latest →

FLC Capital Advisors

CIK 0001713697 · 44750 VILLAGE COURT, PALM DESERT, CA, 92260 · 760-779-8110

Reported Value
$339M
Q3 2021
Positions
171
Filings on Record
30
2019–present window
Filed
Oct 13, 2021
original filing

Summary

Flc Capital Advisors reported $339M in U.S.-listed holdings across 171 positions for Q3 2021.

Its largest position, GOVT, represents 6.1% of the portfolio.

Compared with Q2 2021, the fund opened 8 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $148MQ4 ’18Q1 ’19: $221MQ2 ’19: $243MQ3 ’19: $236MQ4 ’19: $250MQ4 ’19Q1 ’20: $215MQ2 ’20: $252MQ3 ’20: $273MQ4 ’20: $301MQ4 ’20Q1 ’21: $319MQ2 ’21: $340MQ3 ’21: $339MQ4 ’21: $360MQ4 ’21Q1 ’22: $356MQ2 ’22: $300MQ3 ’22: $288MQ4 ’22: $321.5BQ4 ’22Q1 ’23: $327MQ2 ’23: $342MQ4 ’23: $330MQ1 ’24: $396MQ1 ’24Q2 ’24: $406MQ3 ’24: $433MQ4 ’24: $435MQ1 ’25: $446MQ1 ’25Q2 ’25: $484MQ3 ’25: $516MQ4 ’25: $542MQ1 ’26: $560MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 67.7%Common Stock: 31.2%REIT: 0.4%MLP: 0.4%Closed-End Fund: 0.2%Other: 0.1%
  • ETP · 67.7% · $229M
  • Common Stock · 31.2% · $106M
  • REIT · 0.4% · $1M
  • MLP · 0.4% · $1M
  • Closed-End Fund · 0.2% · $768,000
  • Other · 0.1% · $339,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$560M221May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$542M209Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$516M211Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$484M201Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$446M184May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$435M174Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$433M172Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$406M168Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$396M164May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$330M145Jan 18, 202413F-HRchanges · EDGAR ↗
Q2 2023$342M148Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$327M152Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$321.5B159Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$288M154Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$300M151Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$356M162Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$360M169Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$339M171Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$340M168Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$319M160Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$301M145Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$273M136Oct 23, 202013F-HRchanges · EDGAR ↗
Q2 2020$252M118Jul 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$215M119Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$250M125Jan 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$236M129Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$243M129Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$221M115May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$148M86Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.