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
$219M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$653K
2 +$53.9K
3 +$52.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.55K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.65K

Top Sells

1 +$601K
2 +$478K
3 +$157K
4
DHR icon
Danaher
DHR
+$131K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$109K

Sector Composition

1 Technology 36.03%
2 Healthcare 10.23%
3 Financials 9.54%
4 Communication Services 5.45%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,808