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
451
$66.2K 0.01%
118
+86
452
$66.1K 0.01%
1,500
453
$65.6K 0.01%
3,057
-433
454
$64.4K 0.01%
1,171
+1,076
455
$63.9K 0.01%
391
+2
456
$62.9K 0.01%
190
457
$62.9K 0.01%
743
+200
458
$62.2K 0.01%
1,677
+1,275
459
$62K 0.01%
582
460
$61.7K 0.01%
473
+284
461
$61K 0.01%
140
+2
462
$60.6K 0.01%
1,558
463
$60.6K 0.01%
746
+450
464
$60.5K 0.01%
1,409
+84
465
$60.2K 0.01%
414
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466
$60.2K 0.01%
+1,212
467
$59.8K 0.01%
512
+46
468
$59.7K 0.01%
728
469
$59.6K 0.01%
288
-27
470
$59.3K 0.01%
398
471
$59.1K 0.01%
1,450
472
$58.5K 0.01%
763
473
$58.2K 0.01%
144
-8
474
$58K 0.01%
379
+260
475
$57K 0.01%
163
17 18
19
20 21