FCT
Family Capital Trust Portfolio holdings
AUM $289M
1-Year Return
0.42%
This Quarter Return
+2.7%
1 Year Return
+0.42%
3 Year Return
+44.18%
5 Year Return
+51.2%
10 Year Return
+318.77%
AUM
$311M
AUM Growth
+$5.29M
(+1.7%)
Cap. Flow
-$319K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
68.71%
Holding
61
New
–
Increased
4
Reduced
22
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$24.7K |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$19.9K |
| 3 |
Walt Disney
DIS
|
+$9.52K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.89K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$60K |
| 2 |
JPMorgan Chase
JPM
|
+$44.1K |
| 3 |
American Express
AXP
|
+$42.8K |
| 4 |
Apple
AAPL
|
+$37.3K |
| 5 |
Carrier Global
CARR
|
+$31.1K |
Sector Composition
| 1 | Technology | 40.85% |
| 2 | Financials | 9.74% |
| 3 | Healthcare | 8.29% |
| 4 | Communication Services | 5.61% |
| 5 | Consumer Staples | 4.43% |
