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FCM
Family Capital Management Portfolio holdings
AUM
$225M
1-Year Est. Return
17.33%
This Fund
S&P 500
1 Year Est. Return
+17.33%
AUM
$225M
AUM Growth
+$15.7M
(+7.5%)
Holding
110
Top Buys
| 1 | +$3.69M | |
| 2 | +$1.38M | |
| 3 | +$950K | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$937K |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$922K |
Top Sells
| 1 | +$947K | |
| 2 | +$588K | |
| 3 | +$439K | |
| 4 |
S&P Global
SPGI
|
+$392K |
| 5 |
NuScale Power
SMR
|
+$313K |
Sector Composition
| 1 | Consumer Discretionary | 8.38% |
| 2 | Technology | 7.85% |
| 3 | Financials | 2.76% |
| 4 | Communication Services | 2.6% |
| 5 | Healthcare | 2.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lockheed Martin
LMT
$125B
| – | – |
-444
|
|
||
102
Lowe's Companies
LOW
$124B
| – | – |
-924
|
|
||
|
103
NuScale Power
SMR
$3.42B
| – | – |
-8,682
|
|
||
|
104
S&P Global
SPGI
$124B
| – | – |
-805
|
|
||
105
Booking.com
BKNG
$128B
| – | – |
-1,225
|
|
||
106
CoStar Group
CSGP
$13.4B
| – | – |
-2,505
|
|
||
107
Dow Inc
DOW
$24.4B
| – | – |
-19,158
|
|
||
108
T-Mobile US
TMUS
$205B
| – | – |
-1,013
|
|
||
|
FSCO
109
FS Credit Opportunities Corp
FSCO
$973M
| – | – |
-11,401
|
|
||
110
Honeywell
HON
$140B
| – | – |
-1,029
|
|