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

Top Buys

1
+$680K
2
+$59.4K
3
+$59.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.22K

Top Sells

1
+$612K
2
+$478K
3
+$187K
4
DHR icon
Danaher
DHR
+$140K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$121K

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
1 2
3