FCT
Family Capital Trust Portfolio holdings
AUM $289M
1-Year Return
0.42%
This Quarter Return
-11.57%
1 Year Return
+0.42%
3 Year Return
+44.18%
5 Year Return
+51.2%
10 Year Return
+318.77%
AUM
$207M
AUM Growth
-$32M
(-13%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-1.32%
Top 10 Holdings %
Top 10 Hldgs %
67.89%
Holding
62
New
–
Increased
–
Reduced
31
Closed
7
Top Buys
No buys this quarter
Top Sells
| 1 |
Abbott
ABT
|
+$305K |
| 2 |
American Express
AXP
|
+$184K |
| 3 |
Visa
V
|
+$181K |
| 4 |
Johnson & Johnson
JNJ
|
+$144K |
| 5 |
JPMorgan Chase
JPM
|
+$125K |
Sector Composition
| 1 | Technology | 45.96% |
| 2 | Financials | 9.2% |
| 3 | Healthcare | 8.71% |
| 4 | Consumer Staples | 5.82% |
| 5 | Communication Services | 4.6% |
