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
$213M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.53M
3
+$4.33M
4
BABA icon
Alibaba
BABA
+$1.04M
5
AVNS icon
Avanos Medical
AVNS
+$44K

Top Sells

1
+$13.5M
2
+$6.05M
3
+$3.85M
4
MSM icon
MSC Industrial Direct
MSM
+$3.72M
5
ARLP icon
Alliance Resource Partners
ARLP
+$301K

Sector Composition

1 Technology 24.05%
2 Healthcare 18.59%
3 Communication Services 12.67%
4 Energy 4.02%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61K 0.03%
501
77
$57K 0.03%
600
78
$53K 0.02%
1,400
79
$52K 0.02%
400
80
$44K 0.02%
+957
81
$41K 0.02%
600
82
$40K 0.02%
1,000
83
$37K 0.02%
446
-112
84
$36K 0.02%
610
85
$36K 0.02%
1,000
86
$36K 0.02%
205
87
$29K 0.01%
216
88
$26K 0.01%
400
89
$22K 0.01%
250
90
$19K 0.01%
1,044
91
$17K 0.01%
334
92
$15K 0.01%
300
93
$14K 0.01%
1,000
94
$13K 0.01%
1,600
95
– –
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96
– –
-100
97
– –
-43,550
98
– –
-350
1 2 3
4