FCA

FinTrust Capital Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 26.78%
This Quarter Est. Return
1 Year Est. Return
+26.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1 +$612K
2 +$456K
3 +$440K
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$433K
5
OLN icon
Olin
OLN
+$278K

Top Sells

1 +$1.31M
2 +$765K
3 +$534K
4
BJ icon
BJs Wholesale Club
BJ
+$380K
5
ARKK icon
ARK Innovation ETF
ARKK
+$312K

Sector Composition

1 Technology 9.83%
2 Healthcare 6.63%
3 Financials 5.36%
4 Energy 3.84%
5 Consumer Staples 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$95K 0.02%
1,117
352
$94.7K 0.02%
1,000
353
$94.1K 0.02%
666
354
$93.1K 0.02%
665
355
$93.1K 0.02%
378
356
$92.6K 0.02%
1,385
-389
357
$92.4K 0.02%
4,197
358
$91.7K 0.02%
375
359
$91.1K 0.02%
2,159
360
$90.8K 0.02%
703
361
$90.8K 0.02%
637
362
$90.6K 0.02%
1,743
363
$90.3K 0.02%
2,750
364
$90.1K 0.02%
377
365
$89.7K 0.02%
913
366
$89.1K 0.02%
1,970
367
$88.6K 0.02%
1,988
368
$87.5K 0.02%
1,200
369
$85.5K 0.02%
2,039
370
$84K 0.02%
3,458
371
$83.9K 0.02%
1,864
372
$83.7K 0.02%
1,069
373
$82.5K 0.02%
636
374
$81.7K 0.02%
1,165
375
$81.5K 0.02%
1,000