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
$249M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$2.4M
3
+$967K
4
BCE icon
BCE
BCE
+$669K
5
PAA icon
Plains All American Pipeline
PAA
+$319K

Top Sells

1
+$2.85M
2
+$2.44M
3
+$1.44M
4
ILMN icon
Illumina
ILMN
+$1.41M
5
SNN icon
Smith & Nephew
SNN
+$1.37M

Sector Composition

1 Technology 18.68%
2 Healthcare 17.01%
3 Communication Services 10.11%
4 Consumer Discretionary 6.06%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$923K 0.37%
20,321
52
$800K 0.32%
52,000
53
$729K 0.29%
26,761
-3,499
54
$607K 0.24%
7,051
-200
55
$378K 0.15%
8,450
-667
56
$303K 0.12%
9,117
57
$243K 0.1%
7,300
-1,409
58
$225K 0.09%
2,600
-700
59
$209K 0.08%
2,366
60
$180K 0.07%
1,480
61
$176K 0.07%
2,266
62
$168K 0.07%
2,500
63
$167K 0.07%
2,000
-62
64
$162K 0.07%
160
65
$146K 0.06%
1,100
66
$143K 0.06%
1,435
67
$136K 0.05%
1,900
68
$129K 0.05%
1,907
69
$123K 0.05%
1,900
70
$122K 0.05%
4,775
71
$118K 0.05%
1,800
-200
72
$109K 0.04%
3,000
73
$108K 0.04%
1,500
74
$102K 0.04%
1,200
75
$100K 0.04%
850
1 2
3
4 5