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
$249M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$2.4M
3
+$967K
4
BCE icon
BCE
BCE
+$669K
5
PAA icon
Plains All American Pipeline
PAA
+$319K

Top Sells

1
+$2.85M
2
+$2.44M
3
+$1.44M
4
ILMN icon
Illumina
ILMN
+$1.41M
5
SNN icon
Smith & Nephew
SNN
+$1.37M

Sector Composition

1 Technology 18.68%
2 Healthcare 17.01%
3 Communication Services 10.11%
4 Consumer Discretionary 6.06%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.04%
1,300
77
$95K 0.04%
3,000
78
$92K 0.04%
3,000
79
$92K 0.04%
1,400
80
$87K 0.03%
1,100
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81
$84K 0.03%
700
82
$81K 0.03%
1,050
83
$79K 0.03%
1,144
84
$69K 0.03%
600
85
$65K 0.03%
1,100
86
$65K 0.03%
366
87
$61K 0.02%
2,000
88
$58K 0.02%
1,200
-1,000
89
$57K 0.02%
501
90
$53K 0.02%
700
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91
$53K 0.02%
500
92
$52K 0.02%
900
93
$48K 0.02%
500
94
$44K 0.02%
799
95
$41K 0.02%
600
96
$38K 0.02%
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97
$30K 0.01%
2,722
98
$29K 0.01%
600
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99
$25K 0.01%
400
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100
$21K 0.01%
216
1 2 3
4
5