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
51
$340K 0.21%
5,105
52
$321K 0.2%
29,407
53
$321K 0.2%
1,840
+71
54
$312K 0.19%
1,192
+184
55
$307K 0.19%
3,597
56
$302K 0.19%
3,985
57
$285K 0.18%
3,236
58
$275K 0.17%
+379
59
$269K 0.17%
5,638
-603
60
$258K 0.16%
2,407
+3
61
$255K 0.16%
2,347
-143
62
$246K 0.15%
4,206
63
$243K 0.15%
2,293
64
$236K 0.15%
2,265
65
$231K 0.14%
+4,849
66
$229K 0.14%
+1,576
67
$223K 0.14%
4,478
-25
68
$223K 0.14%
8,252
69
$222K 0.14%
3,686
-558
70
$219K 0.14%
2,911
71
$209K 0.13%
2,133
+25
72
$208K 0.13%
1,478
73
$198K 0.12%
17,924
74
$190K 0.12%
11,393
-4
75
$169K 0.11%
10,553
1 2
3
4