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
501
$51.9K 0.01%
284
502
$51.8K 0.01%
124
503
$51.7K 0.01%
6,826
504
$51.3K 0.01%
765
-65
505
$51.2K 0.01%
373
506
$51.1K 0.01%
1,370
+600
507
$50.7K 0.01%
700
508
$50.6K 0.01%
585
+135
509
$50.6K 0.01%
384
-338
510
$50.3K 0.01%
1,248
-1,744
511
$50.2K 0.01%
666
-390
512
$50.1K 0.01%
690
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513
$50K 0.01%
255
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514
$49.8K 0.01%
325
-45
515
$49.7K 0.01%
500
516
$49.4K 0.01%
300
517
$49.1K 0.01%
467
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518
$49K 0.01%
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519
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88
520
$48.9K 0.01%
545
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521
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190
522
$48.5K 0.01%
1,518
+120
523
$48.1K 0.01%
480
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524
$48K 0.01%
1,500
525
$47.9K 0.01%
465
+200
19 20
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