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
351
$10K 0.01%
153
-1,971
352
$9.54K 0.01%
188
353
$9K ﹤0.01%
92
354
$8.95K ﹤0.01%
+103
355
$8.79K ﹤0.01%
+77
356
$8.74K ﹤0.01%
+511
357
$8.67K ﹤0.01%
+41
358
$8.58K ﹤0.01%
504
359
$8.14K ﹤0.01%
+70
360
$8.06K ﹤0.01%
+128
361
$7.99K ﹤0.01%
+94
362
$7.94K ﹤0.01%
+49
363
$7.94K ﹤0.01%
677
364
$7.92K ﹤0.01%
+390
365
$7.79K ﹤0.01%
444
366
$7.66K ﹤0.01%
+170
367
$7.57K ﹤0.01%
+72
368
$7.49K ﹤0.01%
220
369
$7.34K ﹤0.01%
+285
370
$7.29K ﹤0.01%
+153
371
$7.14K ﹤0.01%
230
372
$7.09K ﹤0.01%
155
373
$6.75K ﹤0.01%
100
374
$6.65K ﹤0.01%
213
375
$6.54K ﹤0.01%
248
13 14
15
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