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
$220M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.42M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$526K
5
GSK icon
GSK
GSK
+$463K

Top Sells

1
+$4.23M
2
+$2.48M
3
+$2.47M
4
DXD icon
ProShares UltraShort Dow 30
DXD
+$1.75M
5
CSCO icon
Cisco
CSCO
+$1.16M

Sector Composition

1 Technology 17.55%
2 Healthcare 17%
3 Communication Services 12.46%
4 Industrials 5%
5 Energy 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 19.12%
361,568
+122,320
2
$37.4M 17.03%
75,847
+9,457
3
$15.2M 6.9%
521,307
-26,593
4
$9.76M 4.44%
218,090
-12,400
5
$8.74M 3.98%
92,200
-4,600
6
$6.75M 3.07%
267,980
+20,880
7
$6.55M 2.98%
61,500
+60,300
8
$5.55M 2.53%
220,486
-46,100
9
$5.33M 2.43%
80,977
-4,673
10
$5.11M 2.33%
119,065
-5,538
11
$5.06M 2.3%
98,604
-6,021
12
$4.7M 2.14%
92,060
-4,240
13
$4.7M 2.14%
105,850
-5,100
14
$4.69M 2.13%
78,370
-2,900
15
$3.72M 1.69%
43,550
-2,350
16
$3.68M 1.67%
939,440
-53,600
17
$3.53M 1.61%
22,142
-3,213
18
$2.86M 1.3%
13,110
19
$2.09M 0.95%
73,050
-2,800
20
$1.91M 0.87%
33,184
+8,056
21
$1.89M 0.86%
3,800
22
$1.79M 0.82%
27,610
-1,840
23
$1.76M 0.8%
22,230
-1,250
24
$1.74M 0.79%
22,720
-1,250
25
$1.71M 0.78%
29,060
-1,600
1
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