FCM

Family Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$5.48M
3
+$4.47M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.59M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.57M

Top Sells

1
+$2.98M
2
+$1.65M
3
+$1.39M
4
FDNI icon
First Trust Dow Jones International Internet ETF
FDNI
+$1.13M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$588K

Sector Composition

1 Consumer Discretionary 4.68%
2 Technology 3.84%
3 Financials 2.09%
4 Healthcare 0.58%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.5%
6,046
-788
27
$966K 0.42%
24,243
-7,584
28
$906K 0.39%
9,925
+246
29
$781K 0.34%
20,258
+775
30
$737K 0.32%
23,084
31
$604K 0.26%
4,003
+2,184
32
$604K 0.26%
11,984
-216
33
$520K 0.22%
2,305
+51
34
$512K 0.22%
30,548
35
$500K 0.22%
41,286
-421
36
$494K 0.21%
1,935
-25
37
$491K 0.21%
7,874
38
$469K 0.2%
4,510
+255
39
$463K 0.2%
5,946
-591
40
$463K 0.2%
10,182
-42
41
$444K 0.19%
32,513
+421
42
$437K 0.19%
10,000
43
$385K 0.17%
18,853
44
$369K 0.16%
3,562
+70
45
$369K 0.16%
1,016
+13
46
$362K 0.16%
1,300
-225
47
$351K 0.15%
+12,630
48
$339K 0.15%
5,105
49
$329K 0.14%
+11,634
50
$327K 0.14%
29,407
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