FCA
FinTrust Capital Advisors Portfolio holdings
AUM
$589M
1-Year Return
26.78%
This Quarter Return
+3.27%
1 Year Return
+26.78%
3 Year Return
+23.52%
5 Year Return
+75.47%
10 Year Return
–
AUM
$417M
AUM Growth
+$4.89M
(+1.2%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
27.83%
Holding
1,207
New
11
Increased
16
Reduced
17
Closed
6
Top Buys
| 1 |
Goldman Sachs
GS
|
+$1.31M |
| 2 |
NVIDIA
NVDA
|
+$670K |
| 3 |
Expedia Group
EXPE
|
+$590K |
| 4 |
Alibaba
BABA
|
+$584K |
| 5 |
PureCycle Technologies
PCT
|
+$428K |
Top Sells
Sector Composition
| 1 | Technology | 10.01% |
| 2 | Healthcare | 6.5% |
| 3 | Financials | 5.55% |
| 4 | Consumer Discretionary | 3.89% |
| 5 | Energy | 3.84% |
