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FTCM

First Trust Capital Management Portfolio holdings

AUM $1.9B
1-Year Est. Return 58.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Sector Composition

1 Financials 65.66%
2 Technology 11.15%
3 Healthcare 7.84%
4 Industrials 6.74%
5 Real Estate 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-139,523
502
-242,293
503
-166,638
504
-104,300
505
-556,829
506
-381,031
507
-195,504
508
-1,100,720
509
-879,250
510
-125,000
511
-309,965
512
-572,049
513
-763,392
514
-813,714
515
-23,197
516
-754,140
517
-1,111,594
518
-1,737,585
519
-437,015
520
-269,990
521
-1,022,280
522
-422,198
523
-541,967
524
-245,658
525
-959,157