FCT

First Community Trust Portfolio holdings

AUM $129M
1-Year Est. Return 20.18%
This Quarter Est. Return
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$46.8K
3
+$41.8K
4
PFG icon
Principal Financial Group
PFG
+$28.5K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.5K

Top Sells

1
+$96K
2
+$87.8K
3
+$77.1K
4
PSA icon
Public Storage
PSA
+$75.5K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$779K 0.87%
9,308
+118
27
$724K 0.81%
8,652
-73
28
$722K 0.81%
9,742
+142
29
$716K 0.8%
3,868
-217
30
$708K 0.79%
11,293
+118
31
$703K 0.79%
13,795
-100
32
$691K 0.77%
11,463
-294
33
$652K 0.73%
4,941
34
$610K 0.68%
6,833
-40
35
$591K 0.66%
2,684
36
$586K 0.66%
1,124
37
$505K 0.57%
10,879
+24
38
$495K 0.55%
3,406
-530
39
$462K 0.52%
961
-30
40
$460K 0.51%
10,689
+192
41
$459K 0.51%
28,784
+703
42
$439K 0.49%
4,482
+124
43
$432K 0.48%
15,162
+78
44
$388K 0.43%
1,178
45
$369K 0.41%
3,444
-535
46
$357K 0.4%
1,450
47
$353K 0.4%
3,190
48
$345K 0.39%
1,381
49
$340K 0.38%
1,638
-423
50
$327K 0.37%
2,750
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