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
551
$29.8K 0.01%
737
552
$29.7K 0.01%
90
553
$29.7K 0.01%
467
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$29.6K 0.01%
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556
$29.5K 0.01%
600
557
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146
558
$29.4K 0.01%
406
559
$29.3K 0.01%
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$29.2K 0.01%
430
561
$29.1K 0.01%
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562
$29.1K 0.01%
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$29.1K 0.01%
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$28.8K 0.01%
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$28.7K 0.01%
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$28.7K 0.01%
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$28.7K 0.01%
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$28.3K 0.01%
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$28K 0.01%
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$27.4K 0.01%
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$27.3K 0.01%
2,150