FCA

FinTrust Capital Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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 +$1.02M
2 +$601K
3 +$420K
4
CVX icon
Chevron
CVX
+$419K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$390K

Top Sells

1 +$1.38M
2 +$798K
3 +$383K
4
BJ icon
BJs Wholesale Club
BJ
+$363K
5
CCL icon
Carnival Corp
CCL
+$363K

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
426
$56.4K 0.01%
3,169
427
$55.7K 0.01%
551
428
$55K 0.01%
479
429
$54.9K 0.01%
2,352
430
$54.3K 0.01%
6,024
431
$53.8K 0.01%
22,320
432
$53.2K 0.01%
1,650
433
$52.5K 0.01%
768
434
$52.3K 0.01%
683
435
$52.1K 0.01%
2,200
436
$51.4K 0.01%
903
437
$51.4K 0.01%
525
438
$51.1K 0.01%
1,123
439
$50.3K 0.01%
6,708
440
$49.9K 0.01%
1,000
441
$49.8K 0.01%
1,120
442
$49.8K 0.01%
226
443
$49.7K 0.01%
688
444
$49.5K 0.01%
1,240
445
$49.3K 0.01%
1,525
446
$49K 0.01%
2,900
447
$48.9K 0.01%
1,595
448
$48.7K 0.01%
201
449
$47.8K 0.01%
881
450
$47.7K 0.01%
284