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
301
$12K 0.01%
131
302
$11K 0.01%
120
303
$11K 0.01%
590
-838
304
$11K 0.01%
283
305
$11K 0.01%
516
306
$11K 0.01%
1,056
307
$11K 0.01%
110
308
$11K 0.01%
106
309
$10K 0.01%
385
310
$10K 0.01%
+232
311
$10K 0.01%
+137
312
$10K 0.01%
594
313
$10K 0.01%
550
314
$10K 0.01%
67
315
$10K 0.01%
202
316
$9K ﹤0.01%
384
317
$9K ﹤0.01%
120
318
$9K ﹤0.01%
800
319
$9K ﹤0.01%
504
320
$8K ﹤0.01%
511
321
$8K ﹤0.01%
480
322
$8K ﹤0.01%
248
323
$8K ﹤0.01%
485
324
$8K ﹤0.01%
430
325
$8K ﹤0.01%
+591