FIC
Family Investment Center Portfolio holdings
AUM
$441M
This Quarter Return
+9.01%
1 Year Return
+9.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+20%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
9.43%
Top 10 Holdings %
Top 10 Hldgs %
76.39%
Holding
73
New
21
Increased
23
Reduced
20
Closed
1
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$7.07M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$3.73M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.06M |
| 4 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
$1.94M |
| 5 |
Invesco QQQ Trust
QQQ
|
$822K |
Top Sells
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Discretionary | 0.8% |
| 3 | Industrials | 0.77% |
| 4 | Energy | 0.72% |
| 5 | Financials | 0.54% |
