FCB

First Command Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 10.74%
This Quarter Est. Return
1 Year Est. Return
+10.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.53M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.08M

Top Sells

1
+$4.85M
2
+$309K
3
+$189K
4
LMT icon
Lockheed Martin
LMT
+$160K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$129K

Sector Composition

1 Industrials 6.2%
2 Energy 5.09%
3 Financials 3.88%
4 Technology 3.46%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.5K 0.02%
305
227
$38.1K 0.02%
679
228
$38K 0.02%
1,122
229
$37.9K 0.02%
490
+96
230
$37.6K 0.02%
256
231
$37.3K 0.02%
684
+252
232
$37.2K 0.02%
743
233
$36.9K 0.02%
350
234
$36.7K 0.02%
1,439
235
$36.1K 0.02%
793
+368
236
$35.9K 0.02%
1,051
237
$35K 0.02%
519
+113
238
$34.7K 0.02%
503
+162
239
$34.2K 0.02%
225
240
$34K 0.02%
8,583
241
$33.5K 0.02%
354
-102
242
$33.1K 0.02%
1,189
243
$33K 0.02%
500
244
$33K 0.02%
3,410
+1,020
245
$32.4K 0.02%
381
246
$32.2K 0.02%
757
247
$31.8K 0.02%
1,626
248
$31.5K 0.02%
435
249
$31.1K 0.02%
224
250
$31K 0.02%
478
8 9
10
11 12