FCT

Family Capital Trust Portfolio holdings

AUM $306M
1-Year Est. Return 9.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$215K
2 +$127K
3 +$33.7K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$33.5K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$26.3K

Top Sells

1 +$1.04M
2 +$103K
3 +$79.5K
4
AXP icon
American Express
AXP
+$71.7K
5
PG icon
Procter & Gamble
PG
+$39.3K

Sector Composition

1 Technology 47.98%
2 Financials 9.69%
3 Healthcare 7.48%
4 Communication Services 5.05%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10K ﹤0.01%
186
52
$10K ﹤0.01%
116