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
651
$29.1K 0.01%
520
-191
652
$28.6K 0.01%
405
653
$28.3K 0.01%
490
+216
654
$28.3K 0.01%
450
-6,690
655
$28.2K 0.01%
965
656
$28.2K 0.01%
1,384
657
$28K 0.01%
685
+2
658
$27.8K 0.01%
157
659
$27.8K 0.01%
3,276
-916
660
$27.8K 0.01%
121
661
$27.5K 0.01%
2,515
-95
662
$27.5K 0.01%
110
+13
663
$27.3K 0.01%
270
-890
664
$27.2K 0.01%
252
+30
665
$27.1K 0.01%
100
-182
666
$27K 0.01%
1,197
667
$27K 0.01%
+1,000
668
$26.8K 0.01%
355
669
$26.6K 0.01%
311
670
$26.5K 0.01%
123
671
$26.3K 0.01%
1,070
+4
672
$26.3K 0.01%
1,360
+1,000
673
$26.2K 0.01%
213
+117
674
$26.1K 0.01%
+669
675
$26.1K 0.01%
100
+66
25 26
27
28 29