FCT

Family Capital Trust Portfolio holdings

AUM $299M
1-Year Est. Return 1.21%
This Quarter Est. Return
1 Year Est. Return
+1.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$84.6K
2 +$77.6K
3 +$51.2K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.2K
5
MMM icon
3M
MMM
+$14.6K

Top Sells

1 +$247K
2 +$98.1K
3 +$92.6K
4
MDLZ icon
Mondelez International
MDLZ
+$86.4K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$79.1K

Sector Composition

1 Technology 40.76%
2 Industrials 9.38%
3 Financials 9.31%
4 Healthcare 8.23%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12K 0.01%
178
52
$9K ﹤0.01%
179
53
$6K ﹤0.01%
75
-22
54
$6K ﹤0.01%
100
55
$5K ﹤0.01%
72
56
-240