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
$239M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$366K
2 +$71K
3 +$33K
4
CVX icon
Chevron
CVX
+$28K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$16K

Top Sells

1 +$1.38M
2 +$644K
3 +$582K
4
JPM icon
JPMorgan Chase
JPM
+$556K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$482K

Sector Composition

1 Technology 47.97%
2 Financials 9.19%
3 Healthcare 8.15%
4 Consumer Staples 5.49%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$41K 0.02%
500
52
$33K 0.01%
+200
53
$28K 0.01%
+232
54
$27K 0.01%
100
55
$22K 0.01%
1,050
56
$16K 0.01%
350
57
$16K 0.01%
+100
58
$14K 0.01%
157
59
$8K ﹤0.01%
160
60
$7K ﹤0.01%
+134
61
$7K ﹤0.01%
79
62
$1K ﹤0.01%
75