FCM

Family Capital Management Portfolio holdings

AUM $225M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$5.48M
3
+$4.47M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.59M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.57M

Top Sells

1
+$2.98M
2
+$1.65M
3
+$1.39M
4
FDNI icon
First Trust Dow Jones International Internet ETF
FDNI
+$1.13M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$588K

Sector Composition

1 Consumer Discretionary 4.68%
2 Technology 3.84%
3 Financials 2.09%
4 Healthcare 0.58%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,206
77
– –
-7,366
78
– –
0
79
– –
-4,705
80
– –
-50,997
81
– –
-36,890
82
– –
-2,130
1 2 3
4