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
$159M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$106K

Top Sells

1
+$4.6M
2
+$1.39M
3
+$937K
4
GLD icon
SPDR Gold Trust
GLD
+$932K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$918K

Sector Composition

1 Healthcare 23.95%
2 Technology 21.9%
3 Communication Services 17.14%
4 Industrials 6.67%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.06%
1,400
77
$93K 0.06%
1,900
78
$71K 0.04%
400
79
$69K 0.04%
1,900
80
$62K 0.04%
1,200
81
$60K 0.04%
500
82
$33K 0.02%
610
83
$27K 0.02%
300
84
$19K 0.01%
1,000
85
$7K ﹤0.01%
1,000
86
$7K ﹤0.01%
100
87
– –
-725
88
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-200
89
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-22,858
90
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-150
91
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-150
92
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-4,000
93
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94
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-500
95
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96
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-18,076
97
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-50,000
98
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-13,299
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