FCM
Family Capital Management Portfolio holdings
AUM $162M
This Quarter Return
-4.25%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
-$3.55M (-2%)
Cap. Flow
+$4.31M
Cap. Flow % of AUM
2.66%
Top 10 Holdings %Top 10 Hldgs %
61.07%
Holding
76
New
6
Increased
36
Reduced
20
Closed
4
Top Buys
| 1 | $879K | |
| 2 | $714K | |
| 3 | $642K | |
| 4 | $456K | |
| 5 | $372K |
Top Sells
| 1 | $686K | |
| 2 | $504K | |
| 3 | $332K | |
| 4 | $241K | |
| 5 | $214K |
Sector Composition
| 1 | Consumer Discretionary | 7.26% |
| 2 | Technology | 6.73% |
| 3 | Financials | 2.63% |
| 4 | Communication Services | 1.37% |
| 5 | Healthcare | 0.53% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -29,407 | Closed | -$332K |