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
$518M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.49M
3
+$1.44M
4
PYPL icon
PayPal
PYPL
+$1.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Top Sells

1
+$5.28M
2
+$3.55M
3
+$2.64M
4
AMGN icon
Amgen
AMGN
+$1.49M
5
PM icon
Philip Morris
PM
+$1.44M

Sector Composition

1 Technology 10.26%
2 Financials 5.94%
3 Consumer Discretionary 4.65%
4 Healthcare 4.44%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$90.3K 0.02%
+4,000
402
$90.3K 0.02%
3,564
+6
403
$89.8K 0.02%
2,589
+1,089
404
$88.8K 0.02%
5,076
+3,668
405
$88.7K 0.02%
366
+180
406
$88.7K 0.02%
291
407
$88.3K 0.02%
756
408
$88.3K 0.02%
2,780
409
$87.6K 0.02%
783
410
$86.1K 0.02%
466
+358
411
$86.1K 0.02%
1,161
+969
412
$85.3K 0.02%
284
413
$85.2K 0.02%
+500
414
$85K 0.02%
4,510
-640
415
$83.4K 0.02%
4,446
-4,446
416
$81.1K 0.02%
3,000
+2,773
417
$81.1K 0.02%
+2,641
418
$80.8K 0.02%
856
-88
419
$80.2K 0.02%
1,330
+648
420
$80.2K 0.02%
1,000
-240
421
$80.1K 0.02%
1,773
+80
422
$79.8K 0.02%
890
+423
423
$79.1K 0.02%
3,295
+86
424
$78.8K 0.02%
1,968
+1,770
425
$78.2K 0.02%
1,457
+247
15 16
17
18 19