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
$220M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.42M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$526K
5
GSK icon
GSK
GSK
+$463K

Top Sells

1
+$4.23M
2
+$2.48M
3
+$2.47M
4
DXD icon
ProShares UltraShort Dow 30
DXD
+$1.75M
5
CSCO icon
Cisco
CSCO
+$1.16M

Sector Composition

1 Technology 17.55%
2 Healthcare 17%
3 Communication Services 12.46%
4 Industrials 5%
5 Energy 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.13%
7,117
52
$250K 0.11%
2,350
-250
53
$246K 0.11%
2,266
54
$197K 0.09%
2,000
55
$185K 0.08%
160
56
$185K 0.08%
2,500
57
$170K 0.08%
1,435
58
$164K 0.07%
1,900
59
$163K 0.07%
1,600
60
$153K 0.07%
1,280
61
$145K 0.07%
1,100
62
$142K 0.06%
2,300
-68,440
63
$132K 0.06%
1,800
64
$127K 0.06%
1,907
65
$123K 0.06%
1,900
66
$120K 0.05%
1,700
67
$120K 0.05%
4,100
68
$117K 0.05%
1,900
69
$113K 0.05%
1,200
70
$111K 0.05%
1,400
71
$108K 0.05%
4,514
72
$97K 0.04%
+1,300
73
$96K 0.04%
+2,500
74
$66K 0.03%
1,900
-71,490
75
$61K 0.03%
501
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3
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