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
$220M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.42M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$526K
5
GSK icon
GSK
GSK
+$463K

Top Sells

1
+$4.23M
2
+$2.48M
3
+$2.47M
4
DXD icon
ProShares UltraShort Dow 30
DXD
+$1.75M
5
CSCO icon
Cisco
CSCO
+$1.16M

Sector Composition

1 Technology 17.55%
2 Healthcare 17%
3 Communication Services 12.46%
4 Industrials 5%
5 Energy 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.03%
600
77
$51K 0.02%
400
78
$50K 0.02%
1,400
79
$47K 0.02%
558
-251
80
$40K 0.02%
1,000
81
$39K 0.02%
205
82
$39K 0.02%
1,000
83
$38K 0.02%
600
84
$31K 0.01%
610
85
$29K 0.01%
350
86
$26K 0.01%
216
87
$21K 0.01%
400
88
$20K 0.01%
250
89
$19K 0.01%
1,000
90
$18K 0.01%
38
-3,697
91
$17K 0.01%
1,044
92
$17K 0.01%
334
93
$14K 0.01%
300
94
$12K 0.01%
1,600
95
$2K ﹤0.01%
100
96
– –
-1,100
97
– –
-50,000
98
– –
-11,120
1 2 3
4