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
$213M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.53M
3
+$4.33M
4
BABA icon
Alibaba
BABA
+$1.04M
5
AVNS icon
Avanos Medical
AVNS
+$44K

Top Sells

1
+$13.5M
2
+$6.05M
3
+$3.85M
4
MSM icon
MSC Industrial Direct
MSM
+$3.72M
5
ARLP icon
Alliance Resource Partners
ARLP
+$301K

Sector Composition

1 Technology 24.05%
2 Healthcare 18.59%
3 Communication Services 12.67%
4 Energy 4.02%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.24%
7,950
52
$339K 0.16%
7,300
53
$320K 0.15%
7,117
54
$270K 0.13%
2,266
55
$246K 0.12%
2,350
56
$231K 0.11%
2,000
57
$215K 0.1%
2,500
58
$197K 0.09%
1,435
59
$192K 0.09%
1,900
60
$182K 0.09%
160
61
$166K 0.08%
2,300
62
$159K 0.07%
1,100
63
$144K 0.07%
1,280
64
$144K 0.07%
1,700
65
$141K 0.07%
1,800
66
$138K 0.06%
1,907
67
$137K 0.06%
1,600
68
$133K 0.06%
1,900
69
$122K 0.06%
1,600
-79,377
70
$122K 0.06%
4,100
71
$112K 0.05%
2,500
72
$106K 0.05%
1,400
73
$75K 0.04%
1,200
74
$75K 0.04%
1,900
75
$69K 0.03%
1,900
1 2
3
4