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
76
$203K 0.13%
2,163
+30
77
$200K 0.13%
1,478
78
$178K 0.12%
17,924
79
$169K 0.11%
10,553
80
$137K 0.09%
10,615
-113
81
$104K 0.07%
10,272
+17
82
– –
-4,849
83
– –
-10,007
84
– –
-8,252
85
– –
-2,911
86
– –
-1,576
1 2 3
4