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
$210M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.67M
3
+$338K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$766K
4
GLD icon
SPDR Gold Trust
GLD
+$421K
5
AKAM icon
Akamai
AKAM
+$298K

Sector Composition

1 Technology 25.5%
2 Healthcare 19.34%
3 Communication Services 11.96%
4 Energy 3.48%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$516K 0.25%
6,200
52
$346K 0.17%
7,050
-67
53
$338K 0.16%
+795
54
$322K 0.15%
7,300
55
$234K 0.11%
2,500
56
$232K 0.11%
1,900
57
$229K 0.11%
2,350
58
$229K 0.11%
2,000
59
$216K 0.1%
2,266
60
$185K 0.09%
1,435
61
$184K 0.09%
160
62
$170K 0.08%
2,300
63
$151K 0.07%
1,700
64
$144K 0.07%
1,100
65
$138K 0.07%
1,600
66
$133K 0.06%
1,907
67
$123K 0.06%
1,900
68
$123K 0.06%
1,280
69
$119K 0.06%
1,550
-250
70
$110K 0.05%
1,600
71
$108K 0.05%
4,100
72
$104K 0.05%
1,400
73
$101K 0.05%
2,500
74
$82K 0.04%
1,900
75
$69K 0.03%
1,200
1 2
3
4