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
551
$44.2K 0.01%
1,231
-100
552
$44K 0.01%
815
553
$44K 0.01%
675
554
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555
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556
$43.4K 0.01%
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557
$43.2K 0.01%
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558
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$43.1K 0.01%
325
561
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562
$43K 0.01%
1,811
-10,000
563
$42.5K 0.01%
3,251
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28
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566
$42.2K 0.01%
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567
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$41.8K 0.01%
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570
$41.5K 0.01%
578
571
$41.4K 0.01%
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626
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1,986
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574
$41K 0.01%
317
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575
$40.9K 0.01%
154
21 22
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24 25