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
$501M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.71M
3
+$2.44M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.06M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.82M

Top Sells

1
+$4.02M
2
+$1.97M
3
+$1.38M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.26M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Sector Composition

1 Technology 11.97%
2 Financials 5.53%
3 Healthcare 4.53%
4 Consumer Discretionary 4.38%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$41.1K 0.01%
672
+68
527
$40.9K 0.01%
300
528
$40.8K 0.01%
273
+76
529
$40.8K 0.01%
897
530
$40.6K 0.01%
232
+56
531
$40.5K 0.01%
1,235
532
$40.4K 0.01%
739
533
$40.4K 0.01%
1,168
534
$40.3K 0.01%
1,043
+60
535
$40K 0.01%
143
-2
536
$40K 0.01%
300
+44
537
$40K 0.01%
862
+68
538
$40K 0.01%
748
539
$39.8K 0.01%
450
540
$39.7K 0.01%
230
541
$39.6K 0.01%
682
-342
542
$39.2K 0.01%
236
543
$39.2K 0.01%
261
544
$38.9K 0.01%
449
545
$38.7K 0.01%
325
-3
546
$38.6K 0.01%
284
-55
547
$38.6K 0.01%
194
+128
548
$38.5K 0.01%
629
+92
549
$38.3K 0.01%
405
550
$38.2K 0.01%
1,550
20 21
22
23 24