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
$159M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$106K

Top Sells

1
+$4.6M
2
+$1.39M
3
+$937K
4
GLD icon
SPDR Gold Trust
GLD
+$932K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$918K

Sector Composition

1 Healthcare 23.95%
2 Technology 21.9%
3 Communication Services 17.14%
4 Industrials 6.67%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.79%
23,654
27
$1.17M 0.74%
23,252
28
$1.12M 0.71%
25,302
-7,000
29
$1.12M 0.7%
35,334
30
$1.07M 0.67%
18,115
-7,400
31
$1.02M 0.64%
20,853
-7,400
32
$1M 0.63%
16,503
-3,353
33
$971K 0.61%
7,380
34
$966K 0.61%
35,826
-7,146
35
$954K 0.6%
30,395
36
$942K 0.59%
8,359
37
$931K 0.59%
19,764
-3,700
38
$875K 0.55%
19,060
39
$873K 0.55%
26,909
-5,270
40
$860K 0.54%
31,150
41
$818K 0.52%
10,640
-2,200
42
$743K 0.47%
13,305
43
$514K 0.32%
7,800
44
$508K 0.32%
6,200
45
$489K 0.31%
7,500
46
$455K 0.29%
9,050
-3,000
47
$305K 0.19%
2,450
48
$305K 0.19%
2,150
49
$294K 0.19%
165
50
$293K 0.18%
6,600
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