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
$141M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$927K
3
+$787K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$564K
5
VB icon
Vanguard Small-Cap ETF
VB
+$386K

Top Sells

1
+$2.81M
2
+$2.73M
3
+$2.64M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.52M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.33M

Sector Composition

1 Consumer Discretionary 7.07%
2 Technology 5.85%
3 Financials 2.01%
4 Healthcare 0.83%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4