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
$244M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$96K
2 +$95.6K
3 +$89K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$63.1K
5
RTX icon
RTX Corp
RTX
+$55K

Sector Composition

1 Technology 43.24%
2 Financials 9.47%
3 Healthcare 8.36%
4 Communication Services 4.69%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$19K 0.01%
1,050
52
$5K ﹤0.01%
105
53
$4K ﹤0.01%
53
54
$4K ﹤0.01%
83
-2,495
55
-3,800
56
-1,000