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
$280M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$6.13M
2 +$1.68M
3 +$1.41M
4
AAPL icon
Apple
AAPL
+$971K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$932K

Sector Composition

1 Technology 52.35%
2 Financials 8.08%
3 Healthcare 7.11%
4 Communication Services 4.12%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4K ﹤0.01%
71
-12
52
$4K ﹤0.01%
42
-11
53
-1,900
54
-4,375
55
-200
56
-2,200