FCT
First Community Trust Portfolio holdings
AUM
$123M
This Quarter Return
+7.42%
1 Year Return
+14.25%
3 Year Return
+73.44%
5 Year Return
–
10 Year Return
–
AUM
$89.4M
AUM Growth
+$89.4M
(+5.8%)
Cap. Flow
-$192K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
49.27%
Holding
298
New
5
Increased
28
Reduced
44
Closed
3
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$232K |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$46.8K |
| 3 |
HTLF
Heartland Financial USA, Inc.
HTLF
|
$41.8K |
| 4 |
Principal Financial Group
PFG
|
$28.5K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$19.5K |
Top Sells
| 1 |
Apple
AAPL
|
$96K |
| 2 |
Honeywell
HON
|
$87.8K |
| 3 |
JPMorgan Chase
JPM
|
$77.1K |
| 4 |
Public Storage
PSA
|
$75.5K |
| 5 |
Exxon Mobil
XOM
|
$57.4K |
Sector Composition
| 1 | Technology | 33.41% |
| 2 | Healthcare | 13.99% |
| 3 | Consumer Staples | 11.64% |
| 4 | Industrials | 11.17% |
| 5 | Communication Services | 8.68% |
