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
$258M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$3.16M
3 +$983K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$34.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.4K

Top Sells

1 +$8.96M
2 +$4.17M
3 +$639K
4
PYPL icon
PayPal
PYPL
+$589K
5
AXP icon
American Express
AXP
+$155K

Sector Composition

1 Technology 40.23%
2 Financials 9.26%
3 Healthcare 8.75%
4 Consumer Staples 5.47%
5 Communication Services 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$17.3K 0.01%
179
+26
52
$10.8K ﹤0.01%
460
-383,588