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
$417M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$670K
3 +$590K
4
BABA icon
Alibaba
BABA
+$584K
5
PCT icon
PureCycle Technologies
PCT
+$428K

Top Sells

1 +$466K
2 +$411K
3 +$385K
4
JXN icon
Jackson Financial
JXN
+$337K
5
EBAY icon
eBay
EBAY
+$326K

Sector Composition

1 Technology 10.01%
2 Healthcare 6.5%
3 Financials 5.55%
4 Consumer Discretionary 3.89%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$64.6K 0.02%
841
402
$64.5K 0.02%
279
403
$64.5K 0.02%
171
404
$64.5K 0.02%
659
405
$64.2K 0.02%
1,771
406
$63.6K 0.02%
2,514
407
$63.5K 0.02%
1,395
408
$63.4K 0.02%
300
-300
409
$63.2K 0.02%
445
410
$62.9K 0.02%
479
411
$61.5K 0.01%
2,663
412
$61.3K 0.01%
3,001
413
$61.1K 0.01%
3,127
414
$61.1K 0.01%
2,830
415
$61K 0.01%
2,029
416
$61K 0.01%
613
417
$60.7K 0.01%
186
418
$60.7K 0.01%
1,040
419
$60.2K 0.01%
845
420
$58.9K 0.01%
749
-2,000
421
$58.3K 0.01%
3,344
422
$58.3K 0.01%
+5,000
423
$57.7K 0.01%
1,608
424
$57.7K 0.01%
3,356
425
$56.8K 0.01%
2,770