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
$266M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$57.1K
3 +$34.8K
4
PEP icon
PepsiCo
PEP
+$5.19K

Top Sells

1 +$4.08M
2 +$1.71M
3 +$1.62M
4
V icon
Visa
V
+$1.61M
5
AMT icon
American Tower
AMT
+$339K

Sector Composition

1 Technology 45.94%
2 Financials 8.94%
3 Healthcare 7.64%
4 Communication Services 4.71%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$19K 0.01%
350
52
$19K 0.01%
1,050
53
$6K ﹤0.01%
105
54
$4K ﹤0.01%
53
55
$4K ﹤0.01%
83