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
376
$6.36K ﹤0.01%
100
377
$6.3K ﹤0.01%
52
378
$5.97K ﹤0.01%
1
379
$5.86K ﹤0.01%
825
380
$5.82K ﹤0.01%
+36
381
$5.62K ﹤0.01%
56
382
$5.41K ﹤0.01%
247
383
$5.39K ﹤0.01%
+115
384
$5.36K ﹤0.01%
+27
385
$5.14K ﹤0.01%
279
386
$4.97K ﹤0.01%
155
387
$4.86K ﹤0.01%
+46
388
$4.83K ﹤0.01%
78
389
$4.81K ﹤0.01%
+38
390
$4.75K ﹤0.01%
46
391
$4.21K ﹤0.01%
+40
392
$4.1K ﹤0.01%
+350
393
$4.08K ﹤0.01%
+16
394
$3.92K ﹤0.01%
+78
395
$3.83K ﹤0.01%
218
396
$3.75K ﹤0.01%
82
-114
397
$3.67K ﹤0.01%
209
398
$3.37K ﹤0.01%
+36
399
$3.14K ﹤0.01%
40
400
$3.11K ﹤0.01%
10
14 15
16
17 18