FCFS
First Command Financial Services Portfolio holdings
AUM
$1.06B
This Quarter Return
-5.52%
1 Year Return
+10.74%
3 Year Return
+34.38%
5 Year Return
+53.06%
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(-46%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-74.6%
Top 10 Holdings %
Top 10 Hldgs %
52.64%
Holding
448
New
72
Increased
74
Reduced
99
Closed
22
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.15M |
| 2 |
Nike
NKE
|
$386K |
| 3 |
Johnson & Johnson
JNJ
|
$302K |
| 4 |
PepsiCo
PEP
|
$296K |
| 5 |
Abbott
ABT
|
$265K |
Top Sells
Sector Composition
| 1 | Industrials | 6.02% |
| 2 | Technology | 4.06% |
| 3 | Energy | 4.05% |
| 4 | Financials | 3.5% |
| 5 | Consumer Staples | 3.48% |
