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
$193M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.03M
3
+$668K
4
CTSH icon
Cognizant
CTSH
+$186K
5
DG icon
Dollar General
DG
+$158K

Top Sells

1
+$7.78M
2
+$4.06M
3
+$2.15M
4
CELG
Celgene Corp
CELG
+$1.07M
5
ZD icon
Ziff Davis
ZD
+$1.05M

Sector Composition

1 Technology 21.8%
2 Healthcare 20.11%
3 Communication Services 15.3%
4 Industrials 5.2%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.76%
38,559
-1,986
27
$1.46M 0.75%
31,484
-1,550
28
$1.43M 0.74%
28,680
+187
29
$1.43M 0.74%
28,263
-2,040
30
$1.34M 0.7%
16,500
31
$1.32M 0.68%
24,931
-1,162
32
$1.22M 0.63%
31,655
-2,100
33
$987K 0.51%
42,422
-1,176
34
$964K 0.5%
25,925
35
$894K 0.46%
34,394
-3,442
36
$846K 0.44%
6,643
-624
37
$838K 0.43%
51,989
-2,600
38
$766K 0.4%
50,000
39
$753K 0.39%
32,593
+4,631
40
$726K 0.38%
15,766
-5,680
41
$725K 0.38%
16,139
-6,000
42
$696K 0.36%
18,991
-1,830
43
$681K 0.35%
13,505
-34
44
$679K 0.35%
14,546
-7,240
45
$630K 0.33%
20,574
-315
46
$624K 0.32%
18,204
-3,400
47
$553K 0.29%
26,174
-1,642
48
$527K 0.27%
9,500
+2,200
49
$493K 0.26%
11,741
-300
50
$483K 0.25%
6,200
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2
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