FCFS
First Command Financial Services Portfolio holdings
AUM
$1.06B
1-Year Return
10.74%
This Quarter Return
+10.23%
1 Year Return
+10.74%
3 Year Return
+34.38%
5 Year Return
+53.06%
10 Year Return
–
AUM
$788M
AUM Growth
+$100M
(+15%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
4.15%
Top 10 Holdings %
Top 10 Hldgs %
81.21%
Holding
425
New
38
Increased
63
Reduced
103
Closed
34
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$10.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.81M |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$8.93M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.6M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.21M |
Top Sells
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Industrials | 1.79% |
| 3 | Healthcare | 1.73% |
| 4 | Financials | 1.52% |
| 5 | Consumer Staples | 1.43% |
