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
$311M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$24.7K
2 +$19.9K
3 +$9.52K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.89K

Top Sells

1 +$60K
2 +$44.1K
3 +$42.8K
4
AAPL icon
Apple
AAPL
+$37.3K
5
CARR icon
Carrier Global
CARR
+$31.1K

Sector Composition

1 Technology 40.85%
2 Financials 9.74%
3 Healthcare 8.29%
4 Communication Services 5.61%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$60.8K 0.02%
1,600
52
$55.8K 0.02%
972
53
$50.9K 0.02%
1,363
54
$37.1K 0.01%
183
55
$34.8K 0.01%
1,299
56
$27K 0.01%
401
57
$19.9K 0.01%
251
58
$12.6K ﹤0.01%
373
59
$5.65K ﹤0.01%
68
60
$3.69K ﹤0.01%
500
61
$2.01K ﹤0.01%
30