FC

Franchise Capital Portfolio holdings

AUM $230M
1-Year Est. Return 49.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$31.7M
3 +$30.5M
4
NVDA icon
NVIDIA
NVDA
+$30M
5
DQ
Daqo New Energy
DQ
+$27.4M

Top Sells

1 +$95.3M
2 +$34M
3 +$31M
4
YALA
Yalla Group
YALA
+$24.2M
5
TSLA icon
Tesla
TSLA
+$22.2M

Sector Composition

1 Consumer Discretionary 39.63%
2 Technology 27.6%
3 Communication Services 21.2%
4 Consumer Staples 4.74%
5 Financials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,010
27
-116,187