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
526
$32.3K 0.01%
253
527
$32.2K 0.01%
678
528
$32K 0.01%
833
529
$31.9K 0.01%
430
530
$31.9K 0.01%
907
531
$31.9K 0.01%
249
532
$31.9K 0.01%
754
533
$31.9K 0.01%
1,950
534
$31.8K 0.01%
102
535
$31.5K 0.01%
600
536
$31.2K 0.01%
292
537
$31.1K 0.01%
112
538
$31.1K 0.01%
94
539
$31.1K 0.01%
285
540
$31.1K 0.01%
816
541
$31K 0.01%
543
542
$30.9K 0.01%
624
543
$30.8K 0.01%
1,550
544
$30.7K 0.01%
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545
$30.7K 0.01%
200
546
$30.5K 0.01%
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547
$30.4K 0.01%
500
548
$30.3K 0.01%
860
549
$29.9K 0.01%
202
550
$29.8K 0.01%
737