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
$245M
AUM Growth
-$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$119K
3
+$104K
4
EBAY icon
eBay
EBAY
+$104K
5
HAL icon
Halliburton
HAL
+$96K

Top Sells

1
+$4.75M
2
+$2.12M
3
+$2.01M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Sector Composition

1 Technology 19.52%
2 Healthcare 18.32%
3 Communication Services 11.78%
4 Industrials 6.4%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.31%
26,339
-422
52
$727K 0.3%
24,316
-1,457
53
$714K 0.29%
7,051
54
$420K 0.17%
7,950
-500
55
$330K 0.14%
8,617
-500
56
$273K 0.11%
7,300
57
$238K 0.1%
2,600
58
$213K 0.09%
2,366
59
$209K 0.09%
2,500
60
$190K 0.08%
2,000
61
$190K 0.08%
2,266
62
$186K 0.08%
160
63
$185K 0.08%
1,480
64
$168K 0.07%
1,435
65
$155K 0.06%
1,100
66
$145K 0.06%
1,900
67
$143K 0.06%
1,900
68
$137K 0.06%
1,907
69
$132K 0.05%
1,800
70
$126K 0.05%
1,500
71
$120K 0.05%
4,775
72
$119K 0.05%
+1,700
73
$118K 0.05%
3,000
74
$116K 0.05%
850
75
$108K 0.04%
3,000
1 2
3
4 5