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
$143M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$392K
3
+$382K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$353K
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$313K

Top Sells

1
+$3.72M
2
+$2.18M
3
+$707K
4
AMZN icon
Amazon
AMZN
+$664K
5
AAPL icon
Apple
AAPL
+$640K

Sector Composition

1 Consumer Discretionary 7.59%
2 Technology 6.38%
3 Financials 2.07%
4 Communication Services 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.85%
13,470
+200
27
$1.11M 0.77%
7,111
-732
28
$1.03M 0.72%
22,074
-4,421
29
$924K 0.64%
5,420
+200
30
$828K 0.58%
3,975
-44
31
$795K 0.55%
18,940
+5,140
32
$791K 0.55%
3,835
+405
33
$784K 0.55%
808
+84
34
$767K 0.53%
7,125
+1,068
35
$693K 0.48%
24,795
+14,020
36
$568K 0.4%
1,182
37
$563K 0.39%
3,728
+336
38
$554K 0.39%
10,000
39
$527K 0.37%
7,827
+1,284
40
$521K 0.36%
3,419
+412
41
$516K 0.36%
5,091
-227
42
$496K 0.35%
1,779
-668
43
$496K 0.35%
4,842
+211
44
$486K 0.34%
9,689
+1,804
45
$477K 0.33%
20,241
+3,139
46
$431K 0.3%
6,547
47
$401K 0.28%
833
-159
48
$400K 0.28%
4,451
49
$326K 0.23%
29,407
50
$322K 0.22%
1,413
+31
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