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
$225M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$102K
3 +$81.5K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$78.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$76K

Sector Composition

1 Technology 46.71%
2 Financials 9.49%
3 Healthcare 7.61%
4 Consumer Staples 5.75%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$27K 0.01%
100
52
$21K 0.01%
1,050
53
$15K 0.01%
350
54
$13K 0.01%
157
55
$8K ﹤0.01%
160
56
$7K ﹤0.01%
79
57
$2K ﹤0.01%
75
58
-38,617
59
-72