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
751
$16.9K ﹤0.01%
130
-30
752
$16.9K ﹤0.01%
1,000
753
$16.8K ﹤0.01%
+200
754
$16.7K ﹤0.01%
2,024
755
$16.7K ﹤0.01%
1,376
756
$16.2K ﹤0.01%
48
-2
757
$16.2K ﹤0.01%
51
758
$16.2K ﹤0.01%
83
759
$16.1K ﹤0.01%
157
760
$16K ﹤0.01%
240
761
$16K ﹤0.01%
+960
762
$15.9K ﹤0.01%
53
763
$15.8K ﹤0.01%
210
764
$15.7K ﹤0.01%
270
765
$15.6K ﹤0.01%
49
-14
766
$15.4K ﹤0.01%
150
767
$15.2K ﹤0.01%
232
768
$15.1K ﹤0.01%
5,500
769
$15.1K ﹤0.01%
657
770
$15K ﹤0.01%
916
771
$14.8K ﹤0.01%
373
+169
772
$14.7K ﹤0.01%
157
-185
773
$14.6K ﹤0.01%
183
+15
774
$14.5K ﹤0.01%
+314
775
$14.5K ﹤0.01%
580
29 30
31
32 33