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
$168M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$2.32M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.12M
5
LLTC
Linear Technology Corp
LLTC
+$1.26M

Top Sells

1
+$29.1M
2
+$3.85M
3
+$1.34M
4
BABA icon
Alibaba
BABA
+$514K
5
GILD icon
Gilead Sciences
GILD
+$186K

Sector Composition

1 Healthcare 23.48%
2 Technology 22.73%
3 Communication Services 16.1%
4 Industrials 7.58%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.16%
7,050
52
$249K 0.15%
2,050
-300
53
$246K 0.15%
+2,150
54
$207K 0.12%
2,200
55
$198K 0.12%
2,266
56
$167K 0.1%
1,900
-600
57
$162K 0.1%
130
-30
58
$158K 0.09%
2,000
+400
59
$156K 0.09%
1,800
-500
60
$155K 0.09%
1,100
-800
61
$140K 0.08%
957
-119
62
$137K 0.08%
+1,500
63
$135K 0.08%
1,200
+300
64
$135K 0.08%
+1,400
65
$135K 0.08%
1,300
66
$133K 0.08%
1,900
67
$133K 0.08%
+850
68
$133K 0.08%
2,066
+159
69
$132K 0.08%
+1,800
70
$129K 0.08%
1,700
71
$126K 0.07%
835
72
$123K 0.07%
3,000
+500
73
$98K 0.06%
1,400
74
$86K 0.05%
1,900
75
$84K 0.05%
1,550
1 2
3
4