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
$220M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.42M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$526K
5
GSK icon
GSK
GSK
+$463K

Top Sells

1
+$4.23M
2
+$2.48M
3
+$2.47M
4
DXD icon
ProShares UltraShort Dow 30
DXD
+$1.75M
5
CSCO icon
Cisco
CSCO
+$1.16M

Sector Composition

1 Technology 17.55%
2 Healthcare 17%
3 Communication Services 12.46%
4 Industrials 5%
5 Energy 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.78%
34,170
-1,850
27
$1.5M 0.68%
35,010
-740
28
$1.49M 0.68%
23,040
-1,480
29
$1.46M 0.66%
21,024
-1,226
30
$1.45M 0.66%
27,844
-2,450
31
$1.44M 0.66%
10,957
-648
32
$1.43M 0.65%
40,860
-2,470
33
$1.3M 0.59%
42,980
-4,000
34
$1.27M 0.58%
29,720
-1,960
35
$1.27M 0.58%
33,739
-1,525
36
$1.24M 0.56%
28,070
-1,860
37
$1.21M 0.55%
52,000
38
$1.2M 0.55%
50,760
-3,300
39
$1.05M 0.48%
39,601
-3,045
40
$1.03M 0.47%
75,110
-4,500
41
$1.03M 0.47%
22,490
-1,700
42
$954K 0.43%
9,251
-887
43
$905K 0.41%
30,545
-2,417
44
$848K 0.39%
14,986
-1,143
45
$666K 0.3%
13,800
-940
46
$644K 0.29%
22,946
-1,760
47
$633K 0.29%
7,520
-520
48
$583K 0.27%
6,200
49
$459K 0.21%
7,950
50
$338K 0.15%
7,300
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