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
$168M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$2.32M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.12M
5
LLTC
Linear Technology Corp
LLTC
+$1.26M

Top Sells

1
+$29.1M
2
+$3.85M
3
+$1.34M
4
BABA icon
Alibaba
BABA
+$514K
5
GILD icon
Gilead Sciences
GILD
+$186K

Sector Composition

1 Healthcare 23.48%
2 Technology 22.73%
3 Communication Services 16.1%
4 Industrials 7.58%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.04%
1,300
77
$67K 0.04%
1,200
78
$62K 0.04%
1,900
79
$57K 0.03%
500
80
$52K 0.03%
400
81
$46K 0.03%
800
82
$45K 0.03%
610
83
$29K 0.02%
1,000
84
$23K 0.01%
1,000
85
$22K 0.01%
300
86
$20K 0.01%
300
87
$16K 0.01%
150
88
$14K 0.01%
1,600
89
$9K 0.01%
816
90
$7K ﹤0.01%
1,000
91
$6K ﹤0.01%
474
92
– –
-14,973
93
– –
-6,500
94
– –
-1,600
95
– –
-4,100
1 2 3
4