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
276
$19K 0.01%
1,231
277
$18K 0.01%
645
278
$18K 0.01%
648
279
$18K 0.01%
800
280
$17K 0.01%
+100
281
$16K 0.01%
359
282
$16K 0.01%
75
283
$16K 0.01%
200
284
$15K 0.01%
400
285
$15K 0.01%
132
286
$15K 0.01%
296
287
$15K 0.01%
256
288
$15K 0.01%
1,400
289
$14K 0.01%
163
290
$14K 0.01%
443
291
$14K 0.01%
188
292
$13K 0.01%
335
293
$13K 0.01%
213
294
$13K 0.01%
188
295
$13K 0.01%
99
296
$13K 0.01%
390
297
$12K 0.01%
103
298
$12K 0.01%
100
299
$12K 0.01%
115
-40
300
$12K 0.01%
231
-1,058