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
$210M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.67M
3
+$338K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$766K
4
GLD icon
SPDR Gold Trust
GLD
+$421K
5
AKAM icon
Akamai
AKAM
+$298K

Sector Composition

1 Technology 25.5%
2 Healthcare 19.34%
3 Communication Services 11.96%
4 Energy 3.48%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64K 0.03%
501
77
$58K 0.03%
1,900
78
$56K 0.03%
600
79
$55K 0.03%
400
80
$41K 0.02%
610
81
$40K 0.02%
600
82
$39K 0.02%
446
83
$33K 0.02%
1,000
84
$30K 0.01%
1,000
85
$30K 0.01%
205
86
$27K 0.01%
216
87
$27K 0.01%
400
88
$24K 0.01%
250
89
$22K 0.01%
334
90
$14K 0.01%
1,044
91
$14K 0.01%
300
92
$13K 0.01%
1,600
93
$11K 0.01%
1,000
94
– –
-17,000
1 2 3
4