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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.62M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.14M
5
TFC icon
Truist Financial
TFC
+$6.53M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.98%
2 Technology 8.2%
3 Healthcare 5.46%
4 Communication Services 4.7%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$23K 0.01%
+207
552
$23K 0.01%
+624
553
$23K 0.01%
+1,392
554
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555
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556
$23K 0.01%
+195
557
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558
$23K 0.01%
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559
$22K 0.01%
+5,645
560
$22K 0.01%
+151
561
$22K 0.01%
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562
$22K 0.01%
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563
$22K 0.01%
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564
$22K 0.01%
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565
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566
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567
$22K 0.01%
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568
$22K 0.01%
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569
$21K 0.01%
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570
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572
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573
$21K 0.01%
+1,040
574
$21K 0.01%
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575
$21K 0.01%
+636
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