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
$240M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.43M
3
+$523K

Top Sells

1
+$4.75M
2
+$4.49M
3
+$3.64M
4
DHR icon
Danaher
DHR
+$2.47M
5
CPRT icon
Copart
CPRT
+$1.99M

Sector Composition

1 Technology 18.76%
2 Healthcare 14.53%
3 Communication Services 11.45%
4 Industrials 5.82%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.03%
1,400
-94,900
77
$62K 0.03%
501
78
$62K 0.03%
809
-335
79
$50K 0.02%
400
-450
80
$50K 0.02%
600
81
$45K 0.02%
600
82
$37K 0.02%
205
83
$32K 0.01%
610
84
$31K 0.01%
600
-600
85
$28K 0.01%
350
-350
86
$27K 0.01%
1,000
-1,000
87
$25K 0.01%
426
-373
88
$24K 0.01%
216
89
$23K 0.01%
250
90
$22K 0.01%
400
-200
91
$18K 0.01%
1,000
92
$18K 0.01%
334
93
$15K 0.01%
1,044
94
$13K 0.01%
300
95
$11K ﹤0.01%
1,600
-164,000
96
$2K ﹤0.01%
100
97
– –
-1,300
98
– –
-1,900
99
– –
-400
100
– –
-366
1 2 3
4
5