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
$252M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$617K
2 +$478K
3 +$451K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$425K
5
DIS icon
Walt Disney
DIS
+$288K

Sector Composition

1 Technology 40.35%
2 Healthcare 9.5%
3 Financials 8.55%
4 Communication Services 5.15%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12K ﹤0.01%
128
52
-8,050
53
-22,430