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FGC
First Growth Capital Portfolio holdings
AUM
$110M
This Fund
S&P 500
This Quarter
Est. Return
+4.45%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
90%
Top 10 Holdings %
Top 10 Hldgs %
42.42%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vertiv
VRT
|
+$12.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.84M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$2.77M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.76M |
| 5 |
Microsoft
MSFT
|
+$2.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 26% |
| 2 | Technology | 9.47% |
| 3 | Healthcare | 4.32% |
| 4 | Consumer Staples | 3.52% |
| 5 | Communication Services | 2.83% |
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