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
$218M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$431K
3
+$292K
4
GILD icon
Gilead Sciences
GILD
+$99K

Top Sells

1
+$18.4M
2
+$1.39M
3
+$1.22M
4
DHR icon
Danaher
DHR
+$1.2M
5
DD
Du Pont De Nemours E I
DD
+$911K

Sector Composition

1 Technology 20.02%
2 Healthcare 16.46%
3 Communication Services 12.98%
4 Industrials 5.79%
5 Energy 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.29%
6,200
52
$449K 0.21%
7,950
53
$431K 0.2%
+11,120
54
$304K 0.14%
7,300
55
$291K 0.13%
7,117
-1,500
56
$272K 0.12%
2,600
57
$226K 0.1%
2,266
58
$210K 0.1%
2,000
59
$192K 0.09%
160
60
$189K 0.09%
1,600
61
$184K 0.08%
2,500
62
$172K 0.08%
1,435
63
$170K 0.08%
1,100
64
$167K 0.08%
1,280
65
$155K 0.07%
1,900
66
$139K 0.06%
1,907
67
$135K 0.06%
1,900
68
$121K 0.06%
1,200
69
$121K 0.06%
1,800
70
$118K 0.05%
1,700
71
$116K 0.05%
1,400
72
$112K 0.05%
1,900
73
$108K 0.05%
4,100
74
$99K 0.05%
+1,200
75
$95K 0.04%
4,514
1 2
3
4