FCM

Family Capital Management Portfolio holdings

AUM $225M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$566K
3
+$552K
4
MSFT icon
Microsoft
MSFT
+$480K
5
NVDA icon
NVIDIA
NVDA
+$427K

Top Sells

1
+$1.52M
2
+$807K
3
+$314K
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$256K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$139K

Sector Composition

1 Consumer Discretionary 8.61%
2 Technology 8.17%
3 Financials 3%
4 Communication Services 2.45%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.15%
1,719
+369
77
$313K 0.15%
8,682
+291
78
$308K 0.15%
3,744
-80
79
$302K 0.14%
2,635
+160
80
$291K 0.14%
1,034
+103
81
$289K 0.14%
950
+48
82
$286K 0.14%
+2,816
83
$281K 0.13%
1,832
+317
84
$280K 0.13%
2,480
+59
85
$279K 0.13%
688
+31
86
$272K 0.13%
2,540
87
$269K 0.13%
3,366
+6
88
$265K 0.13%
1,225
+275
89
$243K 0.12%
+4,176
90
$242K 0.12%
1,013
+102
91
$232K 0.11%
+924
92
$225K 0.11%
+3,307
93
$222K 0.11%
+444
94
$220K 0.11%
+3,879
95
$216K 0.1%
+6,260
96
$211K 0.1%
+2,505
97
$210K 0.1%
+699
98
$205K 0.1%
+4,596
99
$204K 0.1%
1,029
+82
100
$78.8K 0.04%
+11,401
1 2 3
4
5