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
$160M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$490K
3
+$401K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$313K
5
ASML icon
ASML
ASML
+$275K

Top Sells

1
+$103K
2
+$88.1K
3
+$47.1K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$39.8K
5
KO icon
Coca-Cola
KO
+$33.6K

Sector Composition

1 Consumer Discretionary 5.59%
2 Technology 4.66%
3 Financials 2.25%
4 Healthcare 0.67%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.75%
30,203
-6
27
$1.14M 0.71%
27,782
+3,539
28
$936K 0.58%
9,933
+8
29
$920K 0.57%
19,417
-841
30
$830K 0.52%
4,775
+772
31
$754K 0.47%
23,084
32
$725K 0.45%
2,121
+186
33
$616K 0.38%
11,987
+3
34
$588K 0.37%
2,476
+171
35
$566K 0.35%
13,390
+760
36
$546K 0.34%
4,510
37
$521K 0.32%
41,344
+58
38
$515K 0.32%
30,548
39
$495K 0.31%
7,874
40
$483K 0.3%
5,946
41
$467K 0.29%
10,000
42
$461K 0.29%
3,849
+287
43
$451K 0.28%
32,555
+42
44
$441K 0.27%
9,819
-363
45
$441K 0.27%
1,121
+105
46
$435K 0.27%
1,067
+506
47
$406K 0.25%
18,853
48
$389K 0.24%
9,485
-2,149
49
$357K 0.22%
2,469
+803
50
$344K 0.21%
1,000
-300
1
2
3 4