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
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$13.9M
3
+$9.14M
4
DHR icon
Danaher
DHR
+$7.86M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$7.72M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.56%
2 Technology 18.95%
3 Communication Services 11.9%
4 Consumer Discretionary 6.8%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.4%
+21,970
52
$901K 0.4%
+20,321
53
$892K 0.4%
+36,820
54
$853K 0.38%
+165,600
55
$804K 0.36%
+30,260
56
$790K 0.35%
+200,000
57
$655K 0.29%
+7,251
58
$377K 0.17%
+9,117
59
$318K 0.14%
+9,117
60
$301K 0.13%
+8,709
61
$283K 0.13%
+3,300
62
$175K 0.08%
+1,480
63
$175K 0.08%
+2,266
64
$170K 0.08%
+2,366
65
$151K 0.07%
+2,062
66
$147K 0.07%
+1,800
67
$144K 0.06%
+2,500
68
$132K 0.06%
+160
69
$131K 0.06%
+1,435
70
$130K 0.06%
+2,000
71
$124K 0.06%
+1,900
72
$120K 0.05%
+1,900
73
$119K 0.05%
+1,100
74
$113K 0.05%
+4,775
75
$112K 0.05%
+1,907
1 2
3
4 5