FCM
Family Capital Management Portfolio holdings
AUM $191M
1-Year Return
13.28%
This Quarter Return
+6.66%
1 Year Return
+13.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$13.2M
(+9%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
62.19%
Holding
79
New
4
Increased
35
Reduced
19
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$734K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$490K |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$401K |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$313K |
| 5 |
ASML
ASML
|
+$275K |
Top Sells
| 1 |
Penumbra
PEN
|
+$103K |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
+$88.1K |
| 3 |
First Trust Managed Municipal ETF
FMB
|
+$47.1K |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$39.8K |
| 5 |
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% |
