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
$307M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$2.42M
2 +$884K
3 +$822K
4
DHR icon
Danaher
DHR
+$709K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Sector Composition

1 Technology 53.78%
2 Financials 7.83%
3 Healthcare 7.24%
4 Communication Services 3.96%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4K ﹤0.01%
42
52
$4K ﹤0.01%
59
-8,836
53
$4K ﹤0.01%
71