FTCM

First Trust Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Sector Composition

1 Financials 18.57%
2 Technology 15.28%
3 Healthcare 8.29%
4 Consumer Discretionary 6.53%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$605K 0.12%
+10,816
152
$603K 0.12%
+59,990
153
$601K 0.12%
59,578
+5,063
154
$600K 0.12%
+60,000
155
$576K 0.11%
+58,500
156
$574K 0.11%
+57,957
157
$546K 0.11%
5,975
-27
158
$536K 0.1%
+54,000
159
$532K 0.1%
52,600
160
$531K 0.1%
+1,481
161
$522K 0.1%
+52,393
162
$517K 0.1%
+27,809
163
$504K 0.1%
+50,000
164
$498K 0.1%
+50,000
165
$497K 0.1%
+49,685
166
$483K 0.09%
+48,600
167
$477K 0.09%
+1,592
168
$473K 0.09%
+47,500
169
$459K 0.09%
+45,900
170
$457K 0.09%
+45,000
171
$457K 0.09%
45,000
172
$455K 0.09%
9,275
+183
173
$455K 0.09%
+45,000
174
$455K 0.09%
+75,700
175
$454K 0.09%
+45,900