FCA

FinTrust Capital Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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 +$1.02M
2 +$601K
3 +$420K
4
CVX icon
Chevron
CVX
+$419K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$390K

Top Sells

1 +$1.38M
2 +$798K
3 +$383K
4
BJ icon
BJs Wholesale Club
BJ
+$363K
5
CCL icon
Carnival Corp
CCL
+$363K

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
651
$19.4K ﹤0.01%
706
652
$19K ﹤0.01%
933
653
$19K ﹤0.01%
486
654
$18.9K ﹤0.01%
91
655
$18.9K ﹤0.01%
1,000
656
$18.9K ﹤0.01%
300
657
$18.7K ﹤0.01%
828
658
$18.6K ﹤0.01%
512
659
$18.6K ﹤0.01%
90
660
$18.5K ﹤0.01%
146
661
$18.4K ﹤0.01%
125
662
$18.3K ﹤0.01%
90
663
$18.3K ﹤0.01%
648
664
$18.1K ﹤0.01%
659
665
$18.1K ﹤0.01%
144
666
$18K ﹤0.01%
35
667
$17.9K ﹤0.01%
350
668
$17.9K ﹤0.01%
155
669
$17.7K ﹤0.01%
641
670
$17.6K ﹤0.01%
2,260
671
$17.5K ﹤0.01%
207
672
$17.3K ﹤0.01%
276
673
$17.3K ﹤0.01%
355
674
$17.2K ﹤0.01%
115
675
$17.2K ﹤0.01%
1,645