FCM
Family Capital Management Portfolio holdings
AUM
$191M
1-Year Est. Return
13.28%
1 Year Est. Return
+13.28%
AUM
$191M
AUM Growth
+$28.7M
(+18%)
Holding
91
Top Buys
| 1 | +$998K | |
| 2 | +$970K | |
| 3 | +$920K | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$896K |
| 5 |
Apple
AAPL
|
+$772K |
Top Sells
| 1 | +$695K | |
| 2 | +$661K | |
| 3 | +$485K | |
| 4 |
Strategy Inc
MSTR
|
+$142K |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$48.5K |
Sector Composition
| 1 | Consumer Discretionary | 7.97% |
| 2 | Technology | 7.42% |
| 3 | Financials | 2.86% |
| 4 | Communication Services | 1.81% |
| 5 | Healthcare | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
| $314K | 0.16% |
+6,454
|
|
||
77
Walt Disney
DIS
$201B
| $307K | 0.16% |
+2,475
|
|
||
78
Sysco
SYY
$37B
| $290K | 0.15% |
+3,824
|
|
||
79
McDonald's
MCD
$218B
| $264K | 0.14% |
+902
|
|
||
80
Exxon Mobil
XOM
$492B
| $261K | 0.14% |
2,421
+3
|
|
||
81
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.04B
| $256K | 0.13% |
4,423
|
|
||
82
TSMC
TSM
$1.53T
| $255K | 0.13% |
+1,126
|
|
||
83
Vanguard Growth ETF
VUG
$199B
| $246K | 0.13% |
560
|
|
||
84
Procter & Gamble
PG
$357B
| $241K | 0.13% |
+1,515
|
|
||
85
Home Depot
HD
$385B
| $241K | 0.13% |
+657
|
|
||
86
Vanguard Value ETF
VTV
$149B
| $239K | 0.13% |
1,350
|
|
||
87
iShares US Home Construction ETF
ITB
$3.16B
| $237K | 0.12% |
2,540
|
|
||
88
Booking.com
BKNG
$167B
| $220K | 0.12% |
+38
|
|
||
89
T-Mobile US
TMUS
$244B
| $217K | 0.11% |
911
|
|
||
90
Honeywell
HON
$137B
| $208K | 0.11% |
+893
|
|
||
91
Oracle
ORCL
$808B
| $204K | 0.11% |
+931
|
|