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
726
$19.2K ﹤0.01%
141
+100
727
$19K ﹤0.01%
176
728
$18.8K ﹤0.01%
185
729
$18.7K ﹤0.01%
431
-10
730
$18.6K ﹤0.01%
383
731
$18.4K ﹤0.01%
309
732
$18.4K ﹤0.01%
125
733
$18.4K ﹤0.01%
182
734
$18.3K ﹤0.01%
266
-57
735
$18.3K ﹤0.01%
648
736
$18.2K ﹤0.01%
224
737
$18.1K ﹤0.01%
1,774
738
$18K ﹤0.01%
88
739
$17.9K ﹤0.01%
380
740
$17.8K ﹤0.01%
260
741
$17.7K ﹤0.01%
75
742
$17.6K ﹤0.01%
216
+170
743
$17.6K ﹤0.01%
949
744
$17.6K ﹤0.01%
128
745
$17.5K ﹤0.01%
1,311
+24
746
$17.5K ﹤0.01%
85
-12
747
$17.5K ﹤0.01%
320
748
$17.4K ﹤0.01%
117
-14
749
$17.2K ﹤0.01%
400
750
$17.1K ﹤0.01%
205
28 29
30
31 32