FIC
Family Investment Center Portfolio holdings
AUM
$441M
This Quarter Return
+8.87%
1 Year Return
+9.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.44%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Industrials | 1.17% |
2 | Technology | 0.98% |
3 | Energy | 0.92% |
4 | Consumer Discretionary | 0.59% |
5 | Financials | 0.4% |