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
$168M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$2.32M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.12M
5
LLTC
Linear Technology Corp
LLTC
+$1.26M

Top Sells

1
+$29.1M
2
+$3.85M
3
+$1.34M
4
BABA icon
Alibaba
BABA
+$514K
5
GILD icon
Gilead Sciences
GILD
+$186K

Sector Composition

1 Healthcare 23.48%
2 Technology 22.73%
3 Communication Services 16.1%
4 Industrials 7.58%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.84%
33,152
+9,259
27
$1.32M 0.78%
27,352
+13,104
28
$1.29M 0.77%
21,755
-466
29
$1.29M 0.77%
3,613
-10,751
30
$1.26M 0.75%
9,159
+13
31
$1.24M 0.74%
48,948
+8,402
32
$1.1M 0.65%
27,454
+1,075
33
$1.09M 0.65%
19,856
+6,363
34
$1.08M 0.64%
43,131
+19,575
35
$992K 0.59%
30,395
36
$976K 0.58%
9,307
+207
37
$884K 0.53%
6,433
38
$841K 0.5%
18,019
+235
39
$816K 0.48%
14,565
+680
40
$793K 0.47%
28,863
-559
41
$727K 0.43%
50,000
42
$687K 0.41%
20,571
43
$581K 0.35%
6,200
44
$556K 0.33%
10,870
-140
45
$547K 0.32%
7,199
+242
46
$492K 0.29%
7,950
47
$483K 0.29%
1,355
-81,500
48
$407K 0.24%
16,711
49
$399K 0.24%
7,800
-400
50
$357K 0.21%
12,411
-186
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