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
$213M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$254K
3 +$188K
4
PFE icon
Pfizer
PFE
+$134K
5
BAX icon
Baxter International
BAX
+$103K

Top Sells

1 +$4.26M
2 +$2.82M
3 +$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$166K
5
MMM icon
3M
MMM
+$166K

Sector Composition

1 Technology 41.71%
2 Financials 10.1%
3 Healthcare 8.14%
4 Industrials 7.15%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$34K 0.02%
500
52
$22K 0.01%
1,050
53
$21K 0.01%
100
54
$16K 0.01%
350
55
$15K 0.01%
575
56
$14K 0.01%
177
57
$10K ﹤0.01%
177
58
$8K ﹤0.01%
98
59
$5K ﹤0.01%
72
60
$2K ﹤0.01%
75
61
-100