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
$143M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$418K
2 +$382K
3 +$364K
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$315K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$314K

Top Sells

1 +$3.56M
2 +$2.19M
3 +$707K
4
AAPL icon
Apple
AAPL
+$679K
5
AMZN icon
Amazon
AMZN
+$614K

Sector Composition

1 Consumer Discretionary 7.59%
2 Technology 6.38%
3 Financials 2.07%
4 Communication Services 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,804
77
-382