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
$323M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$194K
2 +$93.5K
3 +$87.1K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$56.2K
5
PG icon
Procter & Gamble
PG
+$56K

Top Sells

1 +$4.44M
2 +$499K
3 +$201K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21K
5
PFE icon
Pfizer
PFE
+$14.3K

Sector Composition

1 Technology 51%
2 Financials 8.89%
3 Healthcare 7.17%
4 Communication Services 4.86%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7K ﹤0.01%
105
52
$5K ﹤0.01%
59
53
$4K ﹤0.01%
42
54
$4K ﹤0.01%
71
55
-7,999