FCFS
First Command Financial Services Portfolio holdings
AUM
$1.06B
1-Year Est. Return
10.74%
This Fund
S&P 500
1 Year Est. Return
+10.74%
AUM
$1.06B
AUM Growth
+$85.7M
(+8.8%)
Holding
430
Top Buys
| 1 | +$16.4M | |
| 2 | +$14.8M | |
| 3 | +$12.7M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$10.8M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$10.5M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$12.5M | |
| 3 | +$9.2M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.97M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.46M |
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Industrials | 1.21% |
| 3 | Consumer Staples | 1.21% |
| 4 | Healthcare | 1.12% |
| 5 | Financials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
SoFi Technologies
SOFI
$21.4B
| – | – |
-1,000
|
|
||
427
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.5B
| – | – |
-1,223
|
|
||
428
iShares MSCI EAFE ETF
EFA
$76.8B
| – | – |
-1,750
|
|
||
429
iShares ESG Aware MSCI EM ETF
ESGE
$7.26B
| – | – |
-567
|
|
||
430
Vanguard Mid-Cap Value ETF
VOE
$22.6B
| – | – |
-244
|
|