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
$193M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.03M
3
+$668K
4
CTSH icon
Cognizant
CTSH
+$186K
5
DG icon
Dollar General
DG
+$158K

Top Sells

1
+$7.78M
2
+$4.06M
3
+$2.15M
4
CELG
Celgene Corp
CELG
+$1.07M
5
ZD icon
Ziff Davis
ZD
+$1.05M

Sector Composition

1 Technology 21.8%
2 Healthcare 20.11%
3 Communication Services 15.3%
4 Industrials 5.2%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.25%
6,992
-150
52
$471K 0.24%
7,950
53
$330K 0.17%
12,837
-240
54
$317K 0.16%
7,050
55
$243K 0.13%
2,500
56
$241K 0.12%
2,350
57
$224K 0.12%
1,900
58
$219K 0.11%
16,255
-5,210
59
$216K 0.11%
2,766
+500
60
$204K 0.11%
160
61
$177K 0.09%
2,300
62
$174K 0.09%
2,500
+900
63
$158K 0.08%
+2,200
64
$149K 0.08%
1,700
65
$136K 0.07%
1,076
66
$132K 0.07%
+1,000
67
$128K 0.07%
1,300
68
$125K 0.06%
835
+334
69
$118K 0.06%
1,900
70
$115K 0.06%
1,907
71
$105K 0.05%
4,100
72
$103K 0.05%
1,550
73
$92K 0.05%
1,400
74
$91K 0.05%
2,500
75
$90K 0.05%
1,000
-80
1 2
3
4