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
$282M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$431K
3 +$345K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$183K
5
AMT icon
American Tower
AMT
+$175K

Top Sells

1 +$6.4M
2 +$2M
3 +$345K
4
PFE icon
Pfizer
PFE
+$264K
5
PHYS icon
Sprott Physical Gold
PHYS
+$243K

Sector Composition

1 Technology 46.49%
2 Healthcare 7.86%
3 Financials 7.69%
4 Communication Services 5.17%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.5K ﹤0.01%
68
-170
52
$5.47K ﹤0.01%
+282
53
-933
54
-30,030
55
-7,200
56
-55,687
57
-179
58
-373
59
-460