FCM
Family Capital Management Portfolio holdings
AUM
$225M
1-Year Est. Return
15.32%
This Fund
S&P 500
1 Year Est. Return
+15.32%
AUM
$209M
AUM Growth
+$18.6M
(+9.7%)
Holding
102
Top Buys
| 1 | +$1.9M | |
| 2 | +$566K | |
| 3 | +$552K | |
| 4 |
Microsoft
MSFT
|
+$480K |
| 5 |
NVIDIA
NVDA
|
+$427K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$807K | |
| 3 | +$314K | |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$256K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.72B
| – | – |
-6,454
|
|
||
|
102
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.24B
| – | – |
-4,423
|
|