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
$245M
AUM Growth
-$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$119K
3
+$104K
4
EBAY icon
eBay
EBAY
+$104K
5
HAL icon
Halliburton
HAL
+$96K

Top Sells

1
+$4.75M
2
+$2.12M
3
+$2.01M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$224K

Sector Composition

1 Technology 19.52%
2 Healthcare 18.32%
3 Communication Services 11.78%
4 Industrials 6.4%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.04%
1,300
77
$104K 0.04%
+1,900
78
$104K 0.04%
+4,514
79
$103K 0.04%
1,200
80
$99K 0.04%
3,000
81
$99K 0.04%
1,400
82
$97K 0.04%
1,050
83
$96K 0.04%
+1,900
84
$91K 0.04%
700
85
$82K 0.03%
1,144
86
$72K 0.03%
1,100
87
$70K 0.03%
600
88
$67K 0.03%
501
89
$66K 0.03%
366
90
$60K 0.02%
1,200
91
$60K 0.02%
2,000
92
$57K 0.02%
700
93
$50K 0.02%
600
-500
94
$50K 0.02%
500
95
$49K 0.02%
500
96
$46K 0.02%
600
97
$46K 0.02%
799
98
$39K 0.02%
205
99
$33K 0.01%
600
100
$32K 0.01%
610
-38,350
1 2 3
4
5