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
$240M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.43M
3
+$523K

Top Sells

1
+$4.75M
2
+$4.49M
3
+$3.64M
4
DHR icon
Danaher
DHR
+$2.47M
5
CPRT icon
Copart
CPRT
+$1.99M

Sector Composition

1 Technology 18.76%
2 Healthcare 14.53%
3 Communication Services 11.45%
4 Industrials 5.82%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.25%
6,200
-851
52
$409K 0.17%
7,950
53
$332K 0.14%
8,617
54
$299K 0.12%
7,300
55
$255K 0.11%
2,600
56
$213K 0.09%
2,266
57
$193K 0.08%
2,000
58
$191K 0.08%
160
59
$187K 0.08%
2,500
60
$164K 0.07%
1,100
61
$163K 0.07%
1,435
62
$156K 0.06%
1,600
-766
63
$156K 0.06%
1,900
64
$152K 0.06%
1,280
-200
65
$140K 0.06%
1,907
66
$128K 0.05%
1,700
67
$125K 0.05%
1,800
68
$112K 0.05%
1,900
69
$112K 0.05%
4,100
-675
70
$108K 0.04%
1,900
71
$105K 0.04%
4,514
72
$105K 0.04%
1,400
73
$104K 0.04%
3,000
74
$100K 0.04%
1,200
75
$71K 0.03%
1,100
1 2
3
4 5