FC
FCA Corp Portfolio holdings
AUM
$334M
This Quarter Return
+10.65%
1 Year Return
+11.34%
3 Year Return
+45.05%
5 Year Return
+74.7%
10 Year Return
+126.43%
AUM
$249M
AUM Growth
+$249M
(+5.6%)
Cap. Flow
-$8.81M
Cap. Flow
% of AUM
-3.54%
Top 10 Holdings %
Top 10 Hldgs %
24.33%
Holding
169
New
7
Increased
67
Reduced
28
Closed
9
Top Buys
| 1 |
Veritex Holdings
VBTX
|
$331K |
| 2 |
Caterpillar
CAT
|
$287K |
| 3 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$282K |
| 4 |
Novo Nordisk
NVO
|
$271K |
| 5 |
NVR
NVR
|
$231K |
Top Sells
Sector Composition
| 1 | Financials | 7.46% |
| 2 | Industrials | 7.4% |
| 3 | Technology | 6.81% |
| 4 | Healthcare | 6.45% |
| 5 | Consumer Staples | 2.93% |