FCM

Family Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
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
+$433K
2
+$392K
3
+$382K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$353K
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$313K

Top Sells

1
+$3.72M
2
+$2.18M
3
+$707K
4
AMZN icon
Amazon
AMZN
+$664K
5
AAPL icon
Apple
AAPL
+$640K

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
1
$14.8M 10.3%
33,298
+975
2
$14.6M 10.15%
541,893
-13,149
3
$11.9M 8.29%
60,967
+1,079
4
$11.7M 8.17%
153,825
-48,854
5
$10.9M 7.59%
60,387
-3,680
6
$10.5M 7.32%
20,088
-704
7
$5.04M 3.51%
119,280
-8,413
8
$4.69M 3.27%
107,648
-10,753
9
$4.13M 2.88%
77,299
+3,128
10
$3.5M 2.44%
77,139
-2,240
11
$3.48M 2.42%
10,315
-329
12
$2.67M 1.86%
6,341
+68
13
$2.55M 1.78%
42,760
-36,638
14
$2.53M 1.76%
14,767
-3,734
15
$2.22M 1.55%
9,707
+805
16
$2.12M 1.48%
41,327
-5,752
17
$2.04M 1.42%
18,502
+3,208
18
$1.96M 1.37%
21,716
+4,224
19
$1.96M 1.37%
18,016
-2,201
20
$1.89M 1.32%
14,891
-4,772
21
$1.78M 1.24%
39,305
+3,168
22
$1.53M 1.06%
3,628
-3
23
$1.49M 1.04%
22,647
24
$1.27M 0.89%
34,622
-5,157
25
$1.26M 0.87%
22,350
-1,246
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