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
$218M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$431K
3
+$292K
4
GILD icon
Gilead Sciences
GILD
+$99K

Top Sells

1
+$18.4M
2
+$1.39M
3
+$1.22M
4
DHR icon
Danaher
DHR
+$1.2M
5
DD
Du Pont De Nemours E I
DD
+$911K

Sector Composition

1 Technology 20.02%
2 Healthcare 16.46%
3 Communication Services 12.98%
4 Industrials 5.79%
5 Energy 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75K 0.03%
1,100
77
$66K 0.03%
809
78
$63K 0.03%
501
79
$54K 0.02%
600
80
$51K 0.02%
400
81
$48K 0.02%
1,400
82
$46K 0.02%
600
83
$40K 0.02%
205
84
$39K 0.02%
1,000
-2,000
85
$37K 0.02%
1,000
86
$30K 0.01%
610
87
$28K 0.01%
350
88
$26K 0.01%
216
89
$23K 0.01%
250
90
$21K 0.01%
400
91
$19K 0.01%
1,000
92
$19K 0.01%
334
93
$16K 0.01%
1,044
94
$13K 0.01%
300
95
$11K 0.01%
1,600
96
$3K ﹤0.01%
100
97
– –
-600
98
– –
-426
99
– –
-14,289
1 2 3
4