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
426
$77.5K 0.01%
263
427
$77.2K 0.01%
1,880
428
$76.2K 0.01%
3,100
+6
429
$75.9K 0.01%
534
-1,718
430
$75.3K 0.01%
616
431
$75K 0.01%
657
432
$74.8K 0.01%
282
433
$74.6K 0.01%
1,235
+873
434
$74.3K 0.01%
160
-14
435
$74.1K 0.01%
640
+159
436
$74.1K 0.01%
1,285
+263
437
$73.8K 0.01%
4,123
438
$71.7K 0.01%
1,244
-26
439
$71.6K 0.01%
1,450
440
$71.6K 0.01%
362
441
$70.7K 0.01%
586
-207
442
$70.3K 0.01%
1,500
443
$70.1K 0.01%
768
444
$69.9K 0.01%
324
-55
445
$69.8K 0.01%
332
-2,041
446
$69.8K 0.01%
1,111
447
$68.9K 0.01%
880
448
$68.5K 0.01%
1,062
+2
449
$67.9K 0.01%
+2,016
450
$67.4K 0.01%
909
16 17
18
19 20