FI

FCM Investments Portfolio holdings

AUM $70.1M
1-Year Est. Return 26.28%
This Quarter Est. Return
1 Year Est. Return
+26.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$2.4M
3
+$967K
4
BCE icon
BCE
BCE
+$669K
5
PAA icon
Plains All American Pipeline
PAA
+$319K

Top Sells

1
+$2.85M
2
+$2.44M
3
+$1.44M
4
ILMN icon
Illumina
ILMN
+$1.41M
5
SNN icon
Smith & Nephew
SNN
+$1.37M

Sector Composition

1 Technology 18.68%
2 Healthcare 17.01%
3 Communication Services 10.11%
4 Consumer Discretionary 6.06%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.73%
78,990
+42,170
27
$1.81M 0.72%
49,787
-9,575
28
$1.8M 0.72%
38,960
-100
29
$1.79M 0.72%
32,138
-263
30
$1.77M 0.71%
37,940
-50
31
$1.73M 0.69%
24,880
32
$1.73M 0.69%
25,070
+3,570
33
$1.72M 0.69%
32,660
+6,050
34
$1.72M 0.69%
30,400
-100
35
$1.66M 0.67%
26,456
36
$1.64M 0.66%
32,610
37
$1.61M 0.64%
37,630
+15,660
38
$1.6M 0.64%
79,220
-100
39
$1.53M 0.61%
33,834
40
$1.51M 0.61%
26,125
41
$1.5M 0.6%
50,120
42
$1.4M 0.56%
46,290
43
$1.39M 0.56%
34,240
44
$1.27M 0.51%
22,500
45
$1.27M 0.51%
11,670
-2,600
46
$1.15M 0.46%
45,155
47
$1.12M 0.45%
12,360
48
$1.1M 0.44%
25,520
49
$1.02M 0.41%
25,773
-133
50
$996K 0.4%
165,600
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