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
$178M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.06M
4
EPD icon
Enterprise Products Partners
EPD
+$998K
5
CVX icon
Chevron
CVX
+$494K

Top Sells

1
+$1.3M
2
+$1.29M
3
+$483K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$304K
5
LLTC
Linear Technology Corp
LLTC
+$276K

Sector Composition

1 Technology 24.1%
2 Healthcare 22.72%
3 Communication Services 16.46%
4 Industrials 7.21%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.84%
32,302
+300
27
$1.48M 0.83%
25,515
+3,760
28
$1.47M 0.82%
28,253
29
$1.45M 0.81%
14,111
+4,804
30
$1.43M 0.8%
+28,590
31
$1.39M 0.78%
+32,539
32
$1.31M 0.74%
27,552
+200
33
$1.3M 0.73%
41,334
+12,471
34
$1.18M 0.66%
19,856
35
$1.16M 0.65%
9,159
36
$1.1M 0.62%
43,498
+367
37
$1.07M 0.6%
23,464
+5,445
38
$1.06M 0.59%
+10,000
39
$1.03M 0.58%
32,179
+11,608
40
$1.03M 0.57%
37,150
+36,150
41
$932K 0.52%
30,395
42
$931K 0.52%
7,380
+947
43
$908K 0.51%
12,840
+5,641
44
$769K 0.43%
14,565
45
$750K 0.42%
50,000
46
$735K 0.41%
19,060
+2,349
47
$713K 0.4%
27,354
-100
48
$549K 0.31%
12,050
+1,180
49
$541K 0.3%
6,200
50
$501K 0.28%
7,950
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