FC

Franchise Capital Portfolio holdings

AUM $230M
1-Year Est. Return 50.06%
This Quarter Est. Return
1 Year Est. Return
+50.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9M
3 +$6.51M
4
FOUR icon
Shift4
FOUR
+$5.37M
5
AMZN icon
Amazon
AMZN
+$5.08M

Top Sells

1 +$29.7M
2 +$27.3M
3 +$14.6M
4
COIN icon
Coinbase
COIN
+$12.7M
5
FUTU icon
Futu Holdings
FUTU
+$12.7M

Sector Composition

1 Consumer Discretionary 52.54%
2 Technology 31.59%
3 Communication Services 10.71%
4 Healthcare 2.4%
5 Financials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-403,800
27
-34,214