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
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$564K
3
+$442K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$356K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$251K

Top Sells

1
+$597K
2
+$485K
3
+$459K
4
NVDA icon
NVIDIA
NVDA
+$387K
5
AMZN icon
Amazon
AMZN
+$324K

Sector Composition

1 Consumer Discretionary 7.87%
2 Technology 7.29%
3 Financials 1.92%
4 Communication Services 1.28%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.85%
6,825
+3,097
27
$1.15M 0.78%
20,925
-1,425
28
$1.14M 0.78%
30,568
-4,054
29
$1.01M 0.69%
6,614
-497
30
$980K 0.67%
4,153
+318
31
$979K 0.67%
23,559
+4,619
32
$919K 0.63%
6,670
+1,250
33
$914K 0.62%
894
+86
34
$871K 0.59%
3,852
-123
35
$750K 0.51%
16,361
-5,713
36
$746K 0.51%
7,002
-123
37
$638K 0.44%
3,479
+60
38
$617K 0.42%
25,351
+5,110
39
$590K 0.4%
8,758
+931
40
$588K 0.4%
1,175
-7
41
$569K 0.39%
10,000
42
$555K 0.38%
11,233
+1,544
43
$490K 0.33%
1,867
+88
44
$487K 0.33%
5,062
-29
45
$443K 0.3%
4,437
-405
46
$425K 0.29%
6,547
47
$386K 0.26%
4,451
48
$361K 0.25%
7,557
+1,078
49
$361K 0.25%
14,046
+2,000
50
$358K 0.24%
812
-21
1
2
3