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

Top Sells

1 +$1.04M
2 +$36.7K
3 +$34.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.5K
5
CARR icon
Carrier Global
CARR
+$27.9K

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