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
$358M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$324K
3
+$222K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$215K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$193K

Top Sells

1
+$1.15M
2
+$36K
3
+$35.5K
4
CARR icon
Carrier Global
CARR
+$27.7K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$27.5K

Sector Composition

1 Technology 47.09%
2 Financials 8.57%
3 Healthcare 8.11%
4 Communication Services 5.13%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K ﹤0.01%
151
+35
52
$3K ﹤0.01%
20
-105
1 2
3