FI

FCM Investments Portfolio holdings

AUM $70.1M
1-Year Est. Return 26.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$289K
3 +$129K
4
SYK icon
Stryker
SYK
+$127K
5
HON icon
Honeywell
HON
+$124K

Top Sells

1 +$5.98M
2 +$835K
3 +$833K
4
TBRG icon
TruBridge
TBRG
+$713K
5
CHKP icon
Check Point Software Technologies
CHKP
+$345K

Sector Composition

1 Technology 23.82%
2 Healthcare 22.59%
3 Communication Services 17.29%
4 Industrials 7.64%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-27,354