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
$207M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.15M
4
TTM
Tata Motors Limited
TTM
+$766K
5
BABA icon
Alibaba
BABA
+$208K

Top Sells

1
+$10.1M
2
+$1.84M
3
+$348K
4
CTSH icon
Cognizant
CTSH
+$331K
5
AKAM icon
Akamai
AKAM
+$284K

Sector Composition

1 Technology 25.7%
2 Healthcare 19.02%
3 Communication Services 13.14%
4 Energy 3.79%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 18.56%
337,779
+10,091
2
$20.9M 10.1%
48,977
+3,845
3
$14.1M 6.79%
511,139
-4,152
4
$13.1M 6.35%
210,390
-5,300
5
$10.3M 4.97%
89,200
-2,100
6
$8.01M 3.87%
257,500
-8,880
7
$6.27M 3.03%
109,808
-6,095
8
$6.01M 2.9%
61,200
+400
9
$5.86M 2.83%
212,986
-4,200
10
$5.33M 2.58%
95,049
-2,205
11
$5.16M 2.49%
72,620
-4,000
12
$5.02M 2.43%
87,968
-1,934
13
$5M 2.42%
72,150
-3,600
14
$4.73M 2.29%
101,000
-2,200
15
$4.27M 2.06%
908,640
-20,800
16
$4.24M 2.05%
82,650
-4,200
17
$3.81M 1.84%
21,114
-514
18
$2.73M 1.32%
13,110
19
$2.26M 1.09%
70,275
-1,650
20
$1.81M 0.88%
31,432
21
$1.73M 0.83%
37,416
-744
22
$1.67M 0.81%
20,424
-600
23
$1.66M 0.8%
34,170
24
$1.61M 0.78%
+29,590
25
$1.53M 0.74%
52,000
1
2 3 4