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
$178M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.06M
4
EPD icon
Enterprise Products Partners
EPD
+$998K
5
CVX icon
Chevron
CVX
+$494K

Top Sells

1
+$1.3M
2
+$1.29M
3
+$483K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$304K
5
LLTC
Linear Technology Corp
LLTC
+$276K

Sector Composition

1 Technology 24.1%
2 Healthcare 22.72%
3 Communication Services 16.46%
4 Industrials 7.21%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.25%
7,800
52
$353K 0.2%
12,411
53
$298K 0.17%
7,050
54
$289K 0.16%
2,450
+400
55
$276K 0.15%
2,150
56
$270K 0.15%
2,766
+500
57
$243K 0.14%
165
+35
58
$205K 0.11%
1,600
+400
59
$204K 0.11%
+1,500
60
$194K 0.11%
1,316
+359
61
$193K 0.11%
1,900
62
$185K 0.1%
2,500
+700
63
$182K 0.1%
2,050
+550
64
$173K 0.1%
1,900
+500
65
$157K 0.09%
2,000
66
$156K 0.09%
1,800
67
$154K 0.09%
2,200
68
$154K 0.09%
1,100
69
$134K 0.08%
1,300
70
$132K 0.07%
2,066
71
$131K 0.07%
1,900
72
$130K 0.07%
850
73
$120K 0.07%
1,700
74
$118K 0.07%
835
75
$118K 0.07%
3,000
1 2
3
4