FCT

Family Capital Trust Portfolio holdings

AUM $306M
1-Year Est. Return 9.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.89%
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
+$24.6K
2
+$19.6K
3
+$9.11K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.87K

Top Sells

1
+$60.7K
2
+$44K
3
+$39.3K
4
AAPL icon
Apple
AAPL
+$35.7K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$26.9K

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
1 2
3