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

Top Buys

1 +$115K
2 +$114K
3 +$24.6K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14K
5
AMT icon
American Tower
AMT
+$8.53K

Top Sells

1 +$2.86M
2 +$131K
3 +$104K
4
V icon
Visa
V
+$95.7K
5
CARR icon
Carrier Global
CARR
+$88.5K

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