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
526
$47.9K 0.01%
1,105
-122
527
$47.9K 0.01%
2,618
+875
528
$47.8K 0.01%
143
529
$47.7K 0.01%
2,000
+1,000
530
$47.5K 0.01%
514
531
$47.3K 0.01%
2,079
+800
532
$47.3K 0.01%
+609
533
$46.4K 0.01%
582
-48
534
$46.3K 0.01%
1,166
535
$46.2K 0.01%
2,130
+802
536
$46.2K 0.01%
839
537
$46.1K 0.01%
962
538
$45.9K 0.01%
171
539
$45.6K 0.01%
629
540
$45.5K 0.01%
185
-102
541
$45.4K 0.01%
230
542
$45.4K 0.01%
+1,450
543
$45.3K 0.01%
1,004
544
$45.2K 0.01%
557
-198
545
$44.9K 0.01%
672
546
$44.8K 0.01%
+1,490
547
$44.8K 0.01%
695
+465
548
$44.7K 0.01%
105
549
$44.6K 0.01%
1,771
+1,348
550
$44.3K 0.01%
748
20 21
22
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