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
451
$46.6K 0.01%
1,035
452
$46.4K 0.01%
623
453
$46.4K 0.01%
815
454
$46.3K 0.01%
1,794
455
$46.2K 0.01%
2,553
456
$46K 0.01%
565
457
$45.7K 0.01%
753
458
$45.6K 0.01%
932
459
$44.9K 0.01%
962
460
$44.7K 0.01%
578
461
$44.3K 0.01%
1,615
462
$43.9K 0.01%
1,670
463
$43.8K 0.01%
1,500
464
$43.8K 0.01%
267
465
$43.6K 0.01%
860
466
$43.5K 0.01%
581
467
$43.4K 0.01%
2,400
468
$43.3K 0.01%
9,329
469
$43.1K 0.01%
703
470
$43K 0.01%
752
471
$42.9K 0.01%
134
472
$42.1K 0.01%
5,040
473
$42.1K 0.01%
2,500
474
$42.1K 0.01%
77
475
$41.4K 0.01%
1,658