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
801
$9K ﹤0.01%
+161
802
$9K ﹤0.01%
+471
803
$9K ﹤0.01%
+385
804
$9K ﹤0.01%
+790
805
$9K ﹤0.01%
+1,100
806
$9K ﹤0.01%
+841
807
$8K ﹤0.01%
+101
808
$8K ﹤0.01%
+183
809
$8K ﹤0.01%
+54
810
$8K ﹤0.01%
+206
811
$8K ﹤0.01%
+106
812
$8K ﹤0.01%
+155
813
$8K ﹤0.01%
+118
814
$8K ﹤0.01%
+584
815
$8K ﹤0.01%
+83
816
$8K ﹤0.01%
+1,357
817
$8K ﹤0.01%
+254
818
– –
0
819
$8K ﹤0.01%
+220
820
$8K ﹤0.01%
+320
821
$8K ﹤0.01%
+132
822
$8K ﹤0.01%
+1,245
823
$8K ﹤0.01%
+180
824
$8K ﹤0.01%
+255
825
$8K ﹤0.01%
+75
31 32
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