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
476
$56.7K 0.01%
170
+4
477
$55.9K 0.01%
242
478
$55.2K 0.01%
113
479
$55.1K 0.01%
429
+137
480
$55.1K 0.01%
3,003
+450
481
$54.9K 0.01%
1,271
482
$54.6K 0.01%
344
-698
483
$54.5K 0.01%
1,910
484
$54.4K 0.01%
1,517
485
$54.2K 0.01%
347
+63
486
$53.9K 0.01%
774
487
$53.6K 0.01%
1,525
488
$53.5K 0.01%
316
+21
489
$53.5K 0.01%
550
-109
490
$53.4K 0.01%
597
491
$53.2K 0.01%
310
+30
492
$53.2K 0.01%
255
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493
$53.1K 0.01%
33,420
+4,000
494
$53.1K 0.01%
988
495
$53K 0.01%
1,168
496
$52.9K 0.01%
+1,355
497
$52.8K 0.01%
64
498
$52.6K 0.01%
1,400
+1,075
499
$52.4K 0.01%
1,240
500
$52.2K 0.01%
232
18 19
20
21 22