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
$213M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.53M
3
+$4.33M
4
BABA icon
Alibaba
BABA
+$1.04M
5
AVNS icon
Avanos Medical
AVNS
+$44K

Top Sells

1
+$13.5M
2
+$6.05M
3
+$3.85M
4
MSM icon
MSC Industrial Direct
MSM
+$3.72M
5
ARLP icon
Alliance Resource Partners
ARLP
+$301K

Sector Composition

1 Technology 24.05%
2 Healthcare 18.59%
3 Communication Services 12.67%
4 Energy 4.02%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.75%
34,170
27
$1.57M 0.74%
22,720
28
$1.56M 0.73%
10,717
-240
29
$1.55M 0.72%
22,230
30
$1.49M 0.7%
29,060
31
$1.47M 0.69%
27,844
32
$1.4M 0.66%
3,800
33
$1.37M 0.64%
42,980
34
$1.32M 0.62%
52,000
35
$1.3M 0.61%
28,070
36
$1.29M 0.61%
32,839
-900
37
$1.18M 0.55%
23,040
38
$1.08M 0.51%
47,980
-2,780
39
$1.08M 0.51%
22,490
40
$1.04M 0.49%
+10,000
41
$1M 0.47%
39,601
42
$978K 0.46%
22,720
-7,000
43
$929K 0.44%
8,040
-1,211
44
$896K 0.42%
57,490
-17,620
45
$812K 0.38%
14,986
46
$787K 0.37%
29,620
-925
47
$678K 0.32%
22,946
48
$622K 0.29%
7,520
49
$577K 0.27%
13,800
50
$573K 0.27%
6,200
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