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
$240M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.43M
3
+$523K

Top Sells

1
+$4.75M
2
+$4.49M
3
+$3.64M
4
DHR icon
Danaher
DHR
+$2.47M
5
CPRT icon
Copart
CPRT
+$1.99M

Sector Composition

1 Technology 18.76%
2 Healthcare 14.53%
3 Communication Services 11.45%
4 Industrials 5.82%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.77%
11,605
-15
27
$1.77M 0.74%
30,050
-1,550
28
$1.73M 0.72%
36,420
-820
29
$1.72M 0.71%
25,688
-320
30
$1.71M 0.71%
30,960
-1,050
31
$1.7M 0.71%
30,694
-1,600
32
$1.69M 0.7%
23,970
-260
33
$1.63M 0.68%
24,820
-750
34
$1.58M 0.66%
47,580
-1,300
35
$1.56M 0.65%
36,150
-950
36
$1.5M 0.63%
22,250
37
$1.44M 0.6%
31,600
-22,930
38
$1.43M 0.6%
43,930
-1,000
39
$1.37M 0.57%
81,410
-1,300
40
$1.31M 0.55%
55,060
-21,440
41
$1.31M 0.54%
30,730
-2,310
42
$1.21M 0.5%
17,310
-11,860
43
$1.17M 0.48%
43,970
-530
44
$1.08M 0.45%
10,190
-1,095
45
$1.07M 0.44%
52,000
46
$1.05M 0.44%
24,890
-260
47
$911K 0.38%
14,289
-15,679
48
$874K 0.36%
16,129
-1,153
49
$793K 0.33%
24,316
50
$772K 0.32%
25,338
-1,001
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