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
$207M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$305K
2 +$184K
3 +$181K
4
JNJ icon
Johnson & Johnson
JNJ
+$144K
5
JPM icon
JPMorgan Chase
JPM
+$125K

Sector Composition

1 Technology 45.96%
2 Financials 9.2%
3 Healthcare 8.71%
4 Consumer Staples 5.82%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$19K 0.01%
1,050
52
$17K 0.01%
350
53
$11K 0.01%
157
54
$8K ﹤0.01%
160
55
$7K ﹤0.01%
79
56
-75
57
-100
58
-134
59
-232
60
-100
61
-1,647
62
-200