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
576
$27.1K 0.01%
394
577
$27K 0.01%
319
578
$27K 0.01%
431
579
$26.8K 0.01%
183
580
$26.8K 0.01%
975
581
$26.6K 0.01%
2,807
582
$26.6K 0.01%
1,197
583
$26.4K 0.01%
1,020
584
$26.4K 0.01%
68
585
$26.2K 0.01%
368
586
$26.2K 0.01%
338
587
$26.1K 0.01%
455
588
$25.6K 0.01%
1,240
589
$25.4K 0.01%
224
590
$25.3K 0.01%
270
591
$25.3K 0.01%
142
592
$25.2K 0.01%
743
593
$25.2K 0.01%
154
594
$25.1K 0.01%
366
595
$25.1K 0.01%
396
596
$24.9K 0.01%
400
597
$24.8K 0.01%
1,548
598
$24.8K 0.01%
1,384
599
$24.8K 0.01%
240
600
$24.6K 0.01%
195