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
351
$5K ﹤0.01%
765
352
$5K ﹤0.01%
267
353
$4K ﹤0.01%
+233
354
$4K ﹤0.01%
+350
355
$4K ﹤0.01%
14
356
$4K ﹤0.01%
80
357
$4K ﹤0.01%
104
358
$4K ﹤0.01%
218
-850
359
$4K ﹤0.01%
992
360
$3K ﹤0.01%
60
361
$3K ﹤0.01%
50
362
$3K ﹤0.01%
+92
363
$3K ﹤0.01%
155
364
$3K ﹤0.01%
111
365
$2K ﹤0.01%
1
366
$2K ﹤0.01%
968
367
$1K ﹤0.01%
361
-14
368
$1K ﹤0.01%
5
369
$1K ﹤0.01%
18
370
$1K ﹤0.01%
57
371
$1K ﹤0.01%
87
372
$1K ﹤0.01%
28
373
$1K ﹤0.01%
66
374
$1K ﹤0.01%
50
375
$1K ﹤0.01%
29