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
$287M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$116K
2
+$115K
3
+$26.1K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1K
5
AMT icon
American Tower
AMT
+$8.6K

Top Sells

1
+$2.35M
2
+$132K
3
+$105K
4
V icon
Visa
V
+$92.2K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$80.6K

Sector Composition

1 Technology 44.59%
2 Financials 8.78%
3 Healthcare 8.41%
4 Consumer Staples 5.02%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.6K 0.01%
500
52
$10.5K ﹤0.01%
460
1 2
3