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
$178M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.39M
3
+$1.06M
4
EPD icon
Enterprise Products Partners
EPD
+$998K
5
CVX icon
Chevron
CVX
+$494K

Top Sells

1
+$1.3M
2
+$1.29M
3
+$483K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$304K
5
LLTC
Linear Technology Corp
LLTC
+$276K

Sector Composition

1 Technology 24.1%
2 Healthcare 22.72%
3 Communication Services 16.46%
4 Industrials 7.21%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.06%
1,550
77
$100K 0.06%
1,400
78
$89K 0.05%
1,300
79
$85K 0.05%
1,900
80
$77K 0.04%
1,200
81
$72K 0.04%
1,900
82
$61K 0.03%
500
83
$53K 0.03%
400
84
$33K 0.02%
610
85
$25K 0.01%
300
86
$25K 0.01%
1,000
87
$19K 0.01%
300
88
$16K 0.01%
150
89
$13K 0.01%
1,600
90
$11K 0.01%
816
91
$7K ﹤0.01%
474
92
$6K ﹤0.01%
1,000
93
– –
-3,613
94
– –
-800
95
– –
-1,355
1 2 3
4