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
$306M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$1.04M
3 +$166K
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$2.89K

Top Sells

1 +$614K
2 +$528K
3 +$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$400K
5
AAPL icon
Apple
AAPL
+$339K

Sector Composition

1 Technology 43.87%
2 Financials 9.15%
3 Healthcare 7.77%
4 Communication Services 6.18%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$53.5K 0.02%
1,600
52
$52K 0.02%
972
53
$47.7K 0.02%
1,363
54
$35.7K 0.01%
183
55
$32.1K 0.01%
1,299
56
$25.5K 0.01%
401
57
$18.3K 0.01%
251
58
$12.1K ﹤0.01%
373
59
$5.55K ﹤0.01%
68
60
$5.27K ﹤0.01%
500
61
$1.87K ﹤0.01%
30