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
$501M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.71M
3
+$2.44M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.06M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.82M

Top Sells

1
+$4.02M
2
+$1.97M
3
+$1.38M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.26M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Sector Composition

1 Technology 11.97%
2 Financials 5.53%
3 Healthcare 4.53%
4 Consumer Discretionary 4.38%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$56.9K 0.01%
1,558
452
$56.3K 0.01%
481
+54
453
$56.2K 0.01%
+1,015
454
$55.6K 0.01%
686
455
$54.7K 0.01%
1,210
-19
456
$54.7K 0.01%
1,150
457
$54.6K 0.01%
830
-359
458
$54.2K 0.01%
1,525
459
$54.1K 0.01%
1,271
-17
460
$53.8K 0.01%
322
461
$52.9K 0.01%
1,910
-554
462
$52.5K 0.01%
2,017
463
$52.3K 0.01%
665
464
$52.2K 0.01%
398
+17
465
$51.8K 0.01%
+1,325
466
$51.8K 0.01%
389
+13
467
$51.8K 0.01%
272
-14
468
$51.7K 0.01%
662
-1,094
469
$51.6K 0.01%
1,517
470
$51.5K 0.01%
64
471
$51K 0.01%
1,060
-74
472
$50.9K 0.01%
186
+54
473
$50.9K 0.01%
595
+5
474
$50.8K 0.01%
420
+89
475
$50.7K 0.01%
373
17 18
19
20 21