FCA

FinTrust Capital Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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 +$1.02M
2 +$601K
3 +$420K
4
CVX icon
Chevron
CVX
+$419K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$390K

Top Sells

1 +$1.38M
2 +$798K
3 +$383K
4
BJ icon
BJs Wholesale Club
BJ
+$363K
5
CCL icon
Carnival Corp
CCL
+$363K

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
751
$10.4K ﹤0.01%
300
752
$10.4K ﹤0.01%
500
753
$10.4K ﹤0.01%
125
754
$10.4K ﹤0.01%
263
755
$10.3K ﹤0.01%
1,720
756
$10.3K ﹤0.01%
157
757
$10.2K ﹤0.01%
151
758
$10.2K ﹤0.01%
12
759
$10.1K ﹤0.01%
377
760
$10.1K ﹤0.01%
88
761
$10.1K ﹤0.01%
100
762
$9.99K ﹤0.01%
156
763
$9.91K ﹤0.01%
635
764
$9.9K ﹤0.01%
69
765
$9.88K ﹤0.01%
62
766
$9.86K ﹤0.01%
108
767
$9.68K ﹤0.01%
73
768
$9.47K ﹤0.01%
25
769
$9.35K ﹤0.01%
261
770
$9.33K ﹤0.01%
122
771
$9.31K ﹤0.01%
108
772
$9.3K ﹤0.01%
1,330
-36,000
773
$9.23K ﹤0.01%
438
774
$9.08K ﹤0.01%
72
775
$9.06K ﹤0.01%
90