FIC
Family Investment Center Portfolio holdings
AUM
$520M
1-Year Est. Return
13.78%
This Fund
S&P 500
1 Year Est. Return
+13.78%
AUM
$520M
AUM Growth
+$24.4M
(+4.9%)
Holding
107
Top Buys
| 1 | +$18.5M | |
| 2 | +$16.8M | |
| 3 | +$12.1M | |
| 4 |
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
|
+$10.5M |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$8.04M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$10.3M | |
| 3 | +$9.7M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$8.02M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$4.44M |
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Industrials | 0.6% |
| 3 | Energy | 0.45% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Consumer Staples | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Newmont
NEM
$117B
| – | – |
-3,737
|
|
||
102
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| – | – |
-2,388
|
|
||
103
Palantir
PLTR
$375B
| – | – |
-2,243
|
|
||
104
Shopify
SHOP
$154B
| – | – |
-1,735
|
|
||
105
AT&T
T
$172B
| – | – |
-9,463
|
|
||
106
Uber
UBER
$143B
| – | – |
-3,639
|
|
||
107
Vanguard Growth ETF
VUG
$231B
| – | – |
-2,466
|
|