FCT
Family Capital Trust Portfolio holdings
AUM $289M
1-Year Return
0.42%
This Quarter Return
+2.28%
1 Year Return
+0.42%
3 Year Return
+44.18%
5 Year Return
+51.2%
10 Year Return
+318.77%
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.86%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Adobe
ADBE
|
+$36M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$9.76M |
| 3 |
Visa
V
|
+$6.19M |
| 4 |
Enterprise Products Partners
EPD
|
+$5.52M |
| 5 |
IBM
IBM
|
+$4.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.39% |
| 2 | Financials | 12.33% |
| 3 | Energy | 11.12% |
| 4 | Healthcare | 9.5% |
| 5 | Industrials | 6.92% |
