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
176
$66.7K 0.04%
426
-35
177
$66.3K 0.04%
1,682
+624
178
$65.9K 0.04%
300
179
$65.7K 0.04%
510
180
$65.5K 0.04%
+2,000
181
$63.7K 0.03%
1,794
182
$62.7K 0.03%
3,951
183
$61.7K 0.03%
6,512
184
$61.3K 0.03%
4,920
185
$61.2K 0.03%
654
+20
186
$60.3K 0.03%
635
187
$59.6K 0.03%
525
188
$58.8K 0.03%
1,680
189
$58.3K 0.03%
1,450
190
$57.9K 0.03%
604
191
$55.8K 0.03%
12,200
192
$55.6K 0.03%
797
193
$55.5K 0.03%
848
-38
194
$55.5K 0.03%
900
195
$54.1K 0.03%
215
+17
196
$54.1K 0.03%
957
197
$53.4K 0.03%
1,571
+177
198
$53.2K 0.03%
+279
199
$52.9K 0.03%
509
+74
200
$52.8K 0.03%
849
6 7
8
9 10