Family Investment Center, Inc.

CIK 0001897700 · Q1 2026

13F Equity AUM

$519.6M

+4.9% QoQ

Positions

-6 QoQ

AUM Rank

#4,219

Top 34%

Skill Alpha (FF)

-7.4%/yr

Underperformer

Rank #7,799 · Top 95%

vs S&P -13.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 48.8%Top 10: 72.0%Top 20: 89.6%

BIV14.4%

PYLD10.8%

RISR8.3%

SPMO7.8%

SPHQ7.5%

AVDE7.5%

JPST5.0%

JIRE4.0%

DFEV3.9%

VIG2.9%

Others (81)28.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.3%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 91Median: 0.12%Avg: 1.10%

0–0.5%

68(8.3%)

0.5–1%

5(3.8%)

1–3%

9(18.8%)

3–5%

3(12.9%)

5%+

6(56.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 86Unique: 5vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.8%

1.6%

1.7%

2.5%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New10Increased32Decreased44Exited16

New Positions

AVMV2.3%

+161K

XSMO1.5%

+104K

IGE0.2%

+16K

HUBS0.1%

+3K

TPYP0.1%

+6K

COP0.1%

+2K

VPU0.0%

+1K

VEU0.0%

+3K

META0.0%

+367

DE0.0%

+361

Increased

DFEV3.9%

+461K(+426%)

RISR8.3%

+293K(+32%)

AVDE7.5%

+212K(+87%)

PYLD10.8%

+131K(+7%)

JPST5.0%

+117K(+30%)

BIV14.4%

+21K(+2%)

TBUX0.1%

+7K(+92%)

XLU0.2%

+4K(+20%)

LDUR0.5%

+4K(+17%)

SCHR0.1%

+3K(+13%)

Decreased

FLIN0.1%

-281,627(-95%)

FLJH0.3%

-239,339(-88%)

XMHQ0.4%

-123,047(-86%)

SPHQ7.5%

-103,092(-17%)

AVUV2.8%

-40,370(-24%)

SPMO7.8%

-17,043(-5%)

JIRE4.0%

-7,144(-3%)

XMMO2.7%

-5,254(-5%)

SCHM0.9%

-3,220(-2%)

IHDG0.1%

-2,809(-36%)

Exited

-1,980

-415

-674

-2,243

-3,737

-1,640

-3,639

-1,735

-3,079

-9,463

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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