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
$152M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$460K
3
+$417K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$411K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$2.96M
2
+$586K
3
+$378K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$234K
5
DAL icon
Delta Air Lines
DAL
+$231K

Sector Composition

1 Consumer Discretionary 5.73%
2 Technology 4.72%
3 Financials 2.19%
4 Communication Services 0.72%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.24%
629
+250
52
$338K 0.22%
+4,451
53
$331K 0.22%
5,105
54
$306K 0.2%
2,093
-200
55
$299K 0.2%
3,985
56
$285K 0.19%
29,407
57
$283K 0.19%
2,407
58
$274K 0.18%
1,836
-4
59
$262K 0.17%
10,783
-610
60
$259K 0.17%
7,265
-2,220
61
$255K 0.17%
5,400
-238
62
$253K 0.17%
1,011
-181
63
$242K 0.16%
1,000
64
$235K 0.16%
2,801
-435
65
$234K 0.15%
+9,548
66
$233K 0.15%
2,265
67
$233K 0.15%
2,966
-631
68
$231K 0.15%
+2,557
69
$230K 0.15%
+5,018
70
$222K 0.15%
+1,613
71
$218K 0.14%
4,478
72
$212K 0.14%
4,206
73
$211K 0.14%
2,014
-333
74
$211K 0.14%
3,767
+81
75
$209K 0.14%
+3,526
1 2
3
4