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
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$13.9M
3
+$9.14M
4
DHR icon
Danaher
DHR
+$7.86M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$7.72M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.56%
2 Technology 18.95%
3 Communication Services 11.9%
4 Consumer Discretionary 6.8%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.4M 22.5%
+423,395
2
$13.9M 6.18%
+631,960
3
$9.14M 4.08%
+156,300
4
$7.86M 3.51%
+184,625
5
$7.72M 3.45%
+9,450
6
$7.62M 3.4%
+243,142
7
$7.58M 3.38%
+311,636
8
$7.4M 3.3%
+200,100
9
$6.57M 2.93%
+92,600
10
$6.26M 2.79%
+1,625,840
11
$6.25M 2.79%
+169,700
12
$6.08M 2.71%
+142,870
13
$6.04M 2.69%
+107,325
14
$5.67M 2.53%
+99,300
15
$5.5M 2.46%
+75,581
16
$4.52M 2.02%
+58,376
17
$4.04M 1.8%
+78,490
18
$3.84M 1.71%
+271,180
19
$2.09M 0.93%
+28,700
20
$1.92M 0.86%
+78,300
21
$1.91M 0.85%
+37,990
22
$1.86M 0.83%
+58,330
23
$1.86M 0.83%
+59,362
24
$1.75M 0.78%
+39,060
25
$1.66M 0.74%
+30,500
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