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
$240M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.43M
3
+$523K

Top Sells

1
+$4.75M
2
+$4.49M
3
+$3.64M
4
DHR icon
Danaher
DHR
+$2.47M
5
CPRT icon
Copart
CPRT
+$1.99M

Sector Composition

1 Technology 18.76%
2 Healthcare 14.53%
3 Communication Services 11.45%
4 Industrials 5.82%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4M 19.71%
383,075
+19,630
2
$37.7M 15.67%
66,410
+28,824
3
$15.5M 6.47%
560,092
-14,453
4
$11.9M 4.95%
234,892
-1,000
5
$6.88M 2.86%
98,500
-52,100
6
$6.67M 2.77%
136,950
-20,500
7
$6.1M 2.54%
271,986
-5,700
8
$6.06M 2.52%
104,048
-12,322
9
$6M 2.5%
87,250
-1,600
10
$6M 2.5%
119,027
-49,083
11
$5.52M 2.3%
126,788
-2,817
12
$5.09M 2.12%
104,625
13
$4.8M 2%
250,460
-14,000
14
$4.6M 1.92%
1,012,240
-436,800
15
$4.52M 1.88%
52,250
-1,550
16
$4.45M 1.85%
72,240
-400
17
$3.74M 1.56%
25,869
-31,057
18
$2.6M 1.08%
3,800
19
$2.37M 0.99%
50,000
20
$2.26M 0.94%
77,650
21
$2.14M 0.89%
49,325
-275
22
$2.03M 0.85%
3,735
+960
23
$2M 0.83%
13,110
-260
24
$1.95M 0.81%
75,390
-1,000
25
$1.89M 0.79%
24,180
-400
1
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