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
776
$13.9K ﹤0.01%
156
777
$13.9K ﹤0.01%
743
+200
778
$13.9K ﹤0.01%
659
779
$13.8K ﹤0.01%
229
780
$13.7K ﹤0.01%
165
-135
781
$13.4K ﹤0.01%
1,135
782
$13.4K ﹤0.01%
262
783
$13.4K ﹤0.01%
400
784
$13.4K ﹤0.01%
10,000
785
$13.3K ﹤0.01%
1,330
786
$13.3K ﹤0.01%
94
787
$13.1K ﹤0.01%
443
788
$13K ﹤0.01%
409
789
$12.9K ﹤0.01%
671
790
$12.9K ﹤0.01%
64
-25
791
$12.7K ﹤0.01%
748
-112
792
$12.7K ﹤0.01%
333
793
$12.7K ﹤0.01%
151
794
$12.6K ﹤0.01%
432
795
$12.6K ﹤0.01%
726
-4,274
796
$12.6K ﹤0.01%
18
797
$12.6K ﹤0.01%
265
-885
798
$12.6K ﹤0.01%
300
799
$12.6K ﹤0.01%
700
800
$12.5K ﹤0.01%
1,136
-119
30 31
32
33 34