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
$412M
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1 +$612K
2 +$456K
3 +$440K
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$433K
5
OLN icon
Olin
OLN
+$278K

Top Sells

1 +$1.31M
2 +$765K
3 +$534K
4
BJ icon
BJs Wholesale Club
BJ
+$380K
5
ARKK icon
ARK Innovation ETF
ARKK
+$312K

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
676
$17.1K ﹤0.01%
320
677
$17.1K ﹤0.01%
182
678
$16.7K ﹤0.01%
567
679
$16.6K ﹤0.01%
213
680
$16.6K ﹤0.01%
274
681
$16.3K ﹤0.01%
460
682
$16.3K ﹤0.01%
126
683
$16.1K ﹤0.01%
1,028
684
$16.1K ﹤0.01%
91
685
$15.9K ﹤0.01%
179
686
$15.9K ﹤0.01%
1,007
687
$15.9K ﹤0.01%
949
688
$15.9K ﹤0.01%
369
689
$15.9K ﹤0.01%
341
690
$15.7K ﹤0.01%
1,665
691
$15.6K ﹤0.01%
306
692
$15.5K ﹤0.01%
208
693
$15.5K ﹤0.01%
1,062
694
$15.4K ﹤0.01%
1,594
695
$15.4K ﹤0.01%
239
696
$15.3K ﹤0.01%
342
697
$15.2K ﹤0.01%
200
698
$15.1K ﹤0.01%
45
699
$15.1K ﹤0.01%
176
700
$15K ﹤0.01%
150