FI
FCM Investments Portfolio holdings
AUM
$70.1M
1-Year Est. Return
26.28%
This Fund
S&P 500
1 Year Est. Return
+26.28%
AUM
$84.4M
AUM Growth
-$46.5M
(-36%)
Holding
57
Top Buys
| 1 | +$148K | |
| 2 | +$102K | |
| 3 | +$80K | |
| 4 |
Intel
INTC
|
+$72K |
| 5 |
Exxon Mobil
XOM
|
+$66K |
Top Sells
| 1 | +$7.97M | |
| 2 | +$6.94M | |
| 3 | +$6.77M | |
| 4 |
Danaher
DHR
|
+$4.17M |
| 5 |
Cisco
CSCO
|
+$2.69M |
Sector Composition
| 1 | Healthcare | 21.46% |
| 2 | Communication Services | 16.85% |
| 3 | Technology | 15.81% |
| 4 | Industrials | 4.43% |
| 5 | Financials | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.69T
| – | – |
-2,150
|
|
||
52
3M
MMM
$86.9B
| – | – |
-1,316
|
|
||
53
Merck
MRK
$294B
| – | – |
-13,673
|
|
||
54
TotalEnergies
TTE
$160B
| – | – |
-19,152
|
|
||
55
UnitedHealth
UNH
$250B
| – | – |
-1,100
|
|
||
56
Plains All American Pipeline
PAA
$14B
| – | – |
-9,450
|
|
||
57
Rayonier
RYN
$6.88B
| – | – |
-30,521
|
|