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
$518M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.49M
3
+$1.44M
4
PYPL icon
PayPal
PYPL
+$1.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Top Sells

1
+$5.28M
2
+$3.55M
3
+$2.64M
4
AMGN icon
Amgen
AMGN
+$1.49M
5
PM icon
Philip Morris
PM
+$1.44M

Sector Composition

1 Technology 10.26%
2 Financials 5.94%
3 Consumer Discretionary 4.65%
4 Healthcare 4.44%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$34.2K 0.01%
1,201
+452
627
$33.8K 0.01%
412
+142
628
$33.7K 0.01%
+899
629
$33.5K 0.01%
150
+14
630
$33.4K 0.01%
659
-1
631
$33.4K 0.01%
678
632
$33.1K 0.01%
430
-2,569
633
$33K 0.01%
2,150
634
$33K 0.01%
125
+100
635
$32.8K 0.01%
850
-1,350
636
$32.3K 0.01%
250
637
$32.2K 0.01%
150
638
$32.2K 0.01%
1,012
639
$32K 0.01%
129
+15
640
$31.6K 0.01%
1,650
641
$31.5K 0.01%
582
642
$31.5K 0.01%
1,666
643
$31.4K 0.01%
2,000
644
$31.1K 0.01%
3,224
+1,292
645
$30.8K 0.01%
99
-13
646
$30.7K 0.01%
500
647
$29.6K 0.01%
199
-14
648
$29.6K 0.01%
224
-54
649
$29.4K 0.01%
406
650
$29.3K 0.01%
2,456
24 25
26
27 28