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
$131M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.63M
2
+$3.33M
3
+$2.86M
4
VRSK icon
Verisk Analytics
VRSK
+$2.47M
5
CELG
Celgene Corp
CELG
+$2.46M

Sector Composition

1 Technology 22.86%
2 Communication Services 21.94%
3 Healthcare 20.28%
4 Industrials 3.39%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-300
79
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-30,484
80
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-100
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-6,200
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-1,400
83
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-8,359
84
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-1,000
85
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-1,700
86
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-9,411
1 2 3
4