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
$210M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.67M
3
+$338K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$766K
4
GLD icon
SPDR Gold Trust
GLD
+$421K
5
AKAM icon
Akamai
AKAM
+$298K

Sector Composition

1 Technology 25.5%
2 Healthcare 19.34%
3 Communication Services 11.96%
4 Energy 3.48%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.75%
52,000
27
$1.49M 0.71%
35,010
28
$1.47M 0.7%
42,436
29
$1.4M 0.67%
22,720
30
$1.29M 0.62%
27,632
-50
31
$1.27M 0.61%
22,230
32
$1.27M 0.6%
29,060
33
$1.21M 0.58%
27,492
34
$1.16M 0.56%
30,545
-1,594
35
$1.14M 0.54%
9,920
-547
36
$1.13M 0.54%
23,040
37
$1.08M 0.52%
45,636
-1,960
38
$1.06M 0.51%
39,601
39
$1.03M 0.49%
12,500
40
$1.03M 0.49%
22,490
41
$953K 0.45%
57,490
42
$830K 0.4%
7,834
43
$797K 0.38%
14,665
-52
44
$722K 0.34%
22,692
45
$713K 0.34%
29,323
46
$642K 0.31%
13,190
-24,226
47
$567K 0.27%
22,720
48
$547K 0.26%
7,456
49
$534K 0.25%
7,950
50
$521K 0.25%
13,704
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