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
$198M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$4.02M
2 +$1.51M
3 +$137K
4
INTC icon
Intel
INTC
+$133K
5
DEO icon
Diageo
DEO
+$119K

Top Sells

1 +$3.26M
2 +$2.61M
3 +$1.63M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$223K
5
CL icon
Colgate-Palmolive
CL
+$168K

Sector Composition

1 Technology 40.09%
2 Financials 9.91%
3 Industrials 8.96%
4 Healthcare 8.23%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$15K 0.01%
575
52
$13K 0.01%
177
-1
53
$10K 0.01%
177
-2
54
$8K ﹤0.01%
98
+23
55
$6K ﹤0.01%
100
56
$4K ﹤0.01%
72
57
$2K ﹤0.01%
+75
58
-49,461
59
-3,000