FCM
Family Capital Management Portfolio holdings
AUM $191M
1-Year Return
13.28%
This Quarter Return
+3.42%
1 Year Return
+13.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$3.19M
(+2.2%)
Cap. Flow
-$871K
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
63.38%
Holding
73
New
3
Increased
25
Reduced
30
Closed
6
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.96M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$564K |
| 3 |
Apple
AAPL
|
+$442K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$356K |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$251K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 7.87% |
| 2 | Technology | 7.29% |
| 3 | Financials | 1.92% |
| 4 | Communication Services | 1.28% |
| 5 | Energy | 0.19% |
