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
$245M
AUM Growth
-$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$119K
3
+$104K
4
EBAY icon
eBay
EBAY
+$104K
5
HAL icon
Halliburton
HAL
+$96K

Top Sells

1
+$4.75M
2
+$2.12M
3
+$2.01M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Sector Composition

1 Technology 19.52%
2 Healthcare 18.32%
3 Communication Services 11.78%
4 Industrials 6.4%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.76%
29,968
-2,170
27
$1.85M 0.76%
29,170
-1,230
28
$1.85M 0.76%
24,580
-490
29
$1.83M 0.75%
37,240
-700
30
$1.74M 0.71%
82,710
-2,700
31
$1.74M 0.71%
26,008
-448
32
$1.71M 0.7%
24,230
-650
33
$1.71M 0.7%
76,500
-2,720
34
$1.66M 0.68%
32,010
-650
35
$1.61M 0.66%
31,600
-1,010
36
$1.61M 0.66%
37,100
-530
37
$1.57M 0.64%
25,570
-555
38
$1.56M 0.64%
11,620
-50
39
$1.52M 0.62%
+2,775
40
$1.5M 0.62%
33,040
-1,200
41
$1.49M 0.61%
32,294
-1,540
42
$1.44M 0.59%
22,250
-250
43
$1.39M 0.57%
44,930
-1,360
44
$1.36M 0.56%
48,880
-1,240
45
$1.18M 0.48%
44,500
-655
46
$1.17M 0.48%
165,600
47
$1.13M 0.46%
11,285
-1,075
48
$1.12M 0.46%
25,150
-370
49
$895K 0.37%
52,000
50
$825K 0.34%
17,282
-3,039
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