FCA
FinTrust Capital Advisors Portfolio holdings
AUM
$589M
1-Year Return
26.78%
This Quarter Return
+3.88%
1 Year Return
+26.78%
3 Year Return
+23.52%
5 Year Return
+75.47%
10 Year Return
–
AUM
$412M
AUM Growth
-$1.48M
(-0.36%)
Cap. Flow
-$2.19M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
28.16%
Holding
1,193
New
2
Increased
11
Reduced
13
Closed
4
Top Buys
| 1 |
Alibaba
BABA
|
+$612K |
| 2 |
Nice
NICE
|
+$456K |
| 3 |
Chevron
CVX
|
+$440K |
| 4 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
+$433K |
| 5 |
Olin
OLN
|
+$278K |
Top Sells
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Healthcare | 6.63% |
| 3 | Financials | 5.36% |
| 4 | Energy | 3.84% |
| 5 | Consumer Staples | 3.81% |
