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
$354M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$9.81M
2 +$729K
3 +$610K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
MDLZ icon
Mondelez International
MDLZ
+$106K

Top Sells

1 +$16.6M
2 +$5.01M
3 +$1.03M
4
AAPL icon
Apple
AAPL
+$236K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$208K

Sector Composition

1 Technology 48.49%
2 Financials 9.89%
3 Healthcare 7.12%
4 Communication Services 4.83%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10K ﹤0.01%
186
+50
52
$10K ﹤0.01%
116
+32
53
-950
54
-37,000