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
$317M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$908K
3 +$671K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$663K
5
VLTO icon
Veralto
VLTO
+$602K

Sector Composition

1 Technology 46.02%
2 Financials 8.09%
3 Healthcare 7.3%
4 Communication Services 4.92%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$41.7K 0.01%
824
52
$38.6K 0.01%
1,145
53
$18.4K 0.01%
251
54
$17.9K 0.01%
214
55
$12.2K ﹤0.01%
373
56
$9.71K ﹤0.01%
500
57
$5.95K ﹤0.01%
+110
58
$5.58K ﹤0.01%
68