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
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$8.05M
2 +$7.77M
3 +$7.62M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.14M
5
TFC icon
Truist Financial
TFC
+$6.53M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.98%
2 Technology 8.2%
3 Healthcare 5.46%
4 Communication Services 4.71%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$14K 0.01%
+722
677
$14K 0.01%
+324
678
$14K 0.01%
+245
679
$13K 0.01%
+168
680
$13K 0.01%
+300
681
$13K 0.01%
+135
682
$13K 0.01%
+72
683
$13K 0.01%
+385
684
$13K 0.01%
+1,135
685
$13K 0.01%
+370
686
$13K 0.01%
+254
687
$13K 0.01%
+475
688
$13K 0.01%
+2,650
689
$13K 0.01%
+221
690
$13K 0.01%
+378
691
$13K 0.01%
+297
692
$13K 0.01%
+900
693
$13K 0.01%
+505
694
$13K 0.01%
+1,100
695
$13K 0.01%
+2,974
696
$13K 0.01%
+118
697
$13K 0.01%
+747
698
$13K 0.01%
+143
699
$13K 0.01%
+180
700
$13K 0.01%
+462