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
551
$29.7K 0.01%
90
552
$29.7K 0.01%
467
553
$29.6K 0.01%
736
554
$29.5K 0.01%
1,215
555
$29.5K 0.01%
600
556
$29.4K 0.01%
146
557
$29.4K 0.01%
406
558
$29.3K 0.01%
644
559
$29.2K 0.01%
430
560
$29.1K 0.01%
213
561
$29.1K 0.01%
699
562
$29.1K 0.01%
8,500
563
$29K 0.01%
939
564
$29K 0.01%
94
565
$28.9K 0.01%
300
566
$28.8K 0.01%
540
567
$28.7K 0.01%
142
568
$28.7K 0.01%
1,312
569
$28.7K 0.01%
972
570
$28.3K 0.01%
207
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$28.3K 0.01%
176
572
$28K 0.01%
273
573
$27.4K 0.01%
143
574
$27.3K 0.01%
2,150
575
$27.3K 0.01%
2,367