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
$417M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$670K
3 +$590K
4
BABA icon
Alibaba
BABA
+$584K
5
PCT icon
PureCycle Technologies
PCT
+$428K

Top Sells

1 +$466K
2 +$411K
3 +$385K
4
JXN icon
Jackson Financial
JXN
+$337K
5
EBAY icon
eBay
EBAY
+$326K

Sector Composition

1 Technology 10.01%
2 Healthcare 6.5%
3 Financials 5.55%
4 Consumer Discretionary 3.89%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$32.6K 0.01%
115
527
$32.3K 0.01%
253
528
$32.2K 0.01%
678
529
$32K 0.01%
833
530
$31.9K 0.01%
430
531
$31.9K 0.01%
907
532
$31.9K 0.01%
249
533
$31.9K 0.01%
754
534
$31.9K 0.01%
1,950
535
$31.8K 0.01%
102
536
$31.5K 0.01%
600
537
$31.2K 0.01%
292
538
$31.1K 0.01%
112
539
$31.1K 0.01%
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540
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541
$31.1K 0.01%
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$31K 0.01%
543
543
$30.9K 0.01%
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$30.7K 0.01%
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1,000
548
$30.4K 0.01%
500
549
$30.3K 0.01%
860
550
$29.9K 0.01%
202