FCFS
First Command Financial Services Portfolio holdings
AUM
$1.06B
1-Year Return
10.74%
This Quarter Return
+10.88%
1 Year Return
+10.74%
3 Year Return
+34.38%
5 Year Return
+53.06%
10 Year Return
–
AUM
$409M
AUM Growth
+$57.1M
(+16%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
73.53%
Holding
401
New
63
Increased
80
Reduced
65
Closed
33
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$5.98M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.89M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.42M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$2.4M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.48M |
Top Sells
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Industrials | 3.29% |
| 3 | Healthcare | 2.46% |
| 4 | Consumer Staples | 2.38% |
| 5 | Financials | 2.05% |
