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
$249M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$2.4M
3
+$967K
4
BCE icon
BCE
BCE
+$669K
5
PAA icon
Plains All American Pipeline
PAA
+$319K

Top Sells

1
+$2.85M
2
+$2.44M
3
+$1.44M
4
ILMN icon
Illumina
ILMN
+$1.41M
5
SNN icon
Smith & Nephew
SNN
+$1.37M

Sector Composition

1 Technology 18.68%
2 Healthcare 17.01%
3 Communication Services 10.11%
4 Consumer Discretionary 6.06%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
250
102
$17K 0.01%
334
103
$16K 0.01%
1,000
104
$12K ﹤0.01%
300
105
$10K ﹤0.01%
1,044
106
$9K ﹤0.01%
100
107
$6K ﹤0.01%
148
108
$3K ﹤0.01%
100
109
– –
-23,026
110
– –
-2,043
111
– –
-60,938
112
– –
-200,000
1 2 3 4
5