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
$159M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$106K

Top Sells

1
+$4.6M
2
+$1.39M
3
+$937K
4
GLD icon
SPDR Gold Trust
GLD
+$932K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$918K

Sector Composition

1 Healthcare 23.95%
2 Technology 21.9%
3 Communication Services 17.14%
4 Industrials 6.67%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.18%
2,766
52
$242K 0.15%
1,600
53
$230K 0.15%
9,411
-3,000
54
$229K 0.14%
1,500
-400
55
$214K 0.13%
1,900
56
$210K 0.13%
1,316
57
$186K 0.12%
1,900
58
$183K 0.12%
2,500
59
$180K 0.11%
1,100
60
$174K 0.11%
2,050
61
$156K 0.1%
2,000
62
$155K 0.1%
1,900
63
$153K 0.1%
2,200
64
$146K 0.09%
2,066
65
$145K 0.09%
1,800
66
$145K 0.09%
1,100
67
$143K 0.09%
850
68
$138K 0.09%
1,100
69
$137K 0.09%
1,148
70
$137K 0.09%
1,300
71
$134K 0.08%
3,000
72
$123K 0.08%
1,550
73
$119K 0.08%
835
74
$112K 0.07%
1,700
75
$106K 0.07%
+800
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3
4