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
$417M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$670K
3 +$590K
4
BABA icon
Alibaba
BABA
+$584K
5
PCT icon
PureCycle Technologies
PCT
+$428K

Top Sells

1 +$466K
2 +$411K
3 +$385K
4
JXN icon
Jackson Financial
JXN
+$337K
5
EBAY icon
eBay
EBAY
+$326K

Sector Composition

1 Technology 10.01%
2 Healthcare 6.5%
3 Financials 5.55%
4 Consumer Discretionary 3.89%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
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1,976
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$21.9K 0.01%
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628
$21.8K 0.01%
769
629
$21.8K 0.01%
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$21.8K 0.01%
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$21.7K 0.01%
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$21.6K 0.01%
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$21.4K 0.01%
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634
$21.4K 0.01%
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$21.3K 0.01%
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$20.8K 0.01%
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$20.6K ﹤0.01%
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$20.1K ﹤0.01%
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$19.9K ﹤0.01%
1,525