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
$181M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$115K
3
+$73.1K
4
WMT icon
Walmart
WMT
+$53.4K
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$42.5K

Top Sells

1
+$3.93M
2
+$3.1M
3
+$2.19M
4
NEE icon
NextEra Energy
NEE
+$883K
5
MRK icon
Merck
MRK
+$803K

Sector Composition

1 Technology 33.56%
2 Healthcare 11.11%
3 Financials 10.63%
4 Industrials 9.65%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K 0.01%
100
77
$8K ﹤0.01%
150
78
$8K ﹤0.01%
40
79
$2K ﹤0.01%
23
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