FCAS
First Command Advisory Services Portfolio holdings
AUM
$11.6B
This Quarter Return
-13.33%
1 Year Return
+12.03%
3 Year Return
+57.09%
5 Year Return
+99.93%
10 Year Return
–
AUM
$6.29B
AUM Growth
+$6.29B
(-6%)
Cap. Flow
+$544M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
157
New
78
Increased
10
Reduced
14
Closed
51
Top Buys
| 1 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$1.13B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$511M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.24M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$247K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$86.4K |
Top Sells
Sector Composition
| 1 | Healthcare | 0% |
| 2 | Real Estate | 0% |
| 3 | Communication Services | 0% |
| 4 | Industrials | 0% |
| 5 | Financials | 0% |
