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
151
$44.9K 0.05%
366
152
$44.7K 0.05%
400
153
$44.7K 0.05%
1,000
-150
154
$44.5K 0.05%
1,000
155
$44K 0.05%
147
156
$43.9K 0.05%
1,300
157
$43.8K 0.05%
435
158
$43.1K 0.05%
90
159
$43.1K 0.05%
1,100
160
$43K 0.05%
579
161
$41.7K 0.05%
900
162
$40.2K 0.05%
637
163
$40.1K 0.04%
100
164
$40K 0.04%
2,643
165
$39.8K 0.04%
300
-42
166
$37.3K 0.04%
1,052
167
$37K 0.04%
1,325
+275
168
$36.9K 0.04%
455
+40
169
$36.6K 0.04%
335
170
$36.2K 0.04%
1,000
171
$36.1K 0.04%
3,299
172
$36K 0.04%
363
173
$35.7K 0.04%
700
174
$35.7K 0.04%
199
175
$33.3K 0.04%
989