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
626
$21.8K 0.01%
769
627
$21.8K 0.01%
657
628
$21.8K 0.01%
65
629
$21.7K 0.01%
680
630
$21.6K 0.01%
779
631
$21.4K 0.01%
1,009
632
$21.4K 0.01%
100
633
$21.4K 0.01%
570
634
$21.4K 0.01%
441
635
$21.3K 0.01%
1,050
636
$21.1K 0.01%
82
637
$21K 0.01%
430
638
$21K 0.01%
95
639
$20.9K 0.01%
126
640
$20.8K 0.01%
100
641
$20.6K 0.01%
3,463
642
$20.5K 0.01%
402
643
$20.5K 0.01%
300
644
$20.2K ﹤0.01%
395
645
$20.1K ﹤0.01%
700
646
$20.1K ﹤0.01%
1,626
647
$20.1K ﹤0.01%
316
648
$19.9K ﹤0.01%
1,525
649
$19.8K ﹤0.01%
62
650
$19.6K ﹤0.01%
89