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 4.7%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$10K ﹤0.01%
+706
752
$10K ﹤0.01%
+711
753
$10K ﹤0.01%
+300
754
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755
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+406
756
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+215
757
$10K ﹤0.01%
+49
758
$10K ﹤0.01%
+113
759
$10K ﹤0.01%
+84
760
$10K ﹤0.01%
+800
761
$10K ﹤0.01%
+122
762
$10K ﹤0.01%
+800
763
$10K ﹤0.01%
+107
764
$10K ﹤0.01%
+566
765
$10K ﹤0.01%
+311
766
– –
0
767
$10K ﹤0.01%
+290
768
$10K ﹤0.01%
+142
769
$10K ﹤0.01%
+103
770
$10K ﹤0.01%
+906
771
$10K ﹤0.01%
+531
772
$10K ﹤0.01%
+100
773
$10K ﹤0.01%
+1,014
774
$9K ﹤0.01%
+159
775
$9K ﹤0.01%
+284
29 30
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