FCFS

First Command Financial Services 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
$198M
AUM Growth
+$14K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$610K
3 +$371K
4
WMT icon
Walmart
WMT
+$301K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Sector Composition

1 Industrials 7.87%
2 Technology 4.58%
3 Consumer Staples 4.33%
4 Energy 4.16%
5 Financials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$35K 0.02%
776
+20
227
$34K 0.02%
754
228
$32K 0.02%
271
229
$31K 0.02%
701
+300
230
$31K 0.02%
8,583
231
$31K 0.02%
200
232
$30K 0.02%
565
233
$29K 0.01%
715
234
$29K 0.01%
132
235
$29K 0.01%
633
236
$29K 0.01%
303
237
$29K 0.01%
300
-100
238
$28K 0.01%
234
239
$28K 0.01%
319
240
$28K 0.01%
50
241
$28K 0.01%
243
242
$27K 0.01%
478
243
$27K 0.01%
1,792
244
$27K 0.01%
172
245
$26K 0.01%
675
246
$26K 0.01%
253
+53
247
$24K 0.01%
159
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$24K 0.01%
290
249
$24K 0.01%
254
250
$24K 0.01%
672