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
$218M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$431K
3
+$292K
4
GILD icon
Gilead Sciences
GILD
+$99K

Top Sells

1
+$18.4M
2
+$1.39M
3
+$1.22M
4
DHR icon
Danaher
DHR
+$1.2M
5
DD
Du Pont De Nemours E I
DD
+$911K

Sector Composition

1 Technology 20.02%
2 Healthcare 16.46%
3 Communication Services 12.98%
4 Industrials 5.79%
5 Energy 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.85%
30,294
-400
27
$1.84M 0.84%
30,660
-300
28
$1.83M 0.84%
29,450
-600
29
$1.77M 0.81%
24,520
-300
30
$1.76M 0.81%
36,020
-400
31
$1.68M 0.77%
25,128
-560
32
$1.62M 0.74%
35,750
-400
33
$1.59M 0.73%
46,980
-600
34
$1.49M 0.68%
22,250
35
$1.49M 0.68%
43,330
-600
36
$1.48M 0.68%
+31,680
37
$1.45M 0.67%
11,605
38
$1.43M 0.66%
35,264
-14,061
39
$1.32M 0.6%
54,060
-1,000
40
$1.28M 0.59%
79,610
-1,800
41
$1.24M 0.57%
29,930
-800
42
$1.22M 0.56%
52,000
43
$1.14M 0.52%
42,646
-1,324
44
$1.11M 0.51%
32,962
+8,646
45
$1.1M 0.5%
24,190
-700
46
$1.08M 0.5%
10,138
-52
47
$890K 0.41%
16,129
48
$696K 0.32%
24,706
-632
49
$694K 0.32%
14,740
-16,860
50
$676K 0.31%
8,040
-9,270
1
2
3 4