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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.53M
3
+$7.9M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.64M
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$7.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.98%
2 Technology 8.2%
3 Healthcare 5.46%
4 Communication Services 4.71%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
+103
802
$9K ﹤0.01%
+179
803
$9K ﹤0.01%
+225
804
$9K ﹤0.01%
+54
805
$9K ﹤0.01%
+319
806
$9K ﹤0.01%
+384
807
$8K ﹤0.01%
+254
808
$8K ﹤0.01%
+206
809
$8K ﹤0.01%
+106
810
$8K ﹤0.01%
+155
811
$8K ﹤0.01%
+118
812
$8K ﹤0.01%
+584
813
– –
0
814
$8K ﹤0.01%
+220
815
$8K ﹤0.01%
+495
816
$8K ﹤0.01%
+1,053
817
$8K ﹤0.01%
+128
818
$8K ﹤0.01%
+520
819
$8K ﹤0.01%
+101
820
$8K ﹤0.01%
+183
821
$8K ﹤0.01%
+54
822
$8K ﹤0.01%
+83
823
$8K ﹤0.01%
+1,357
824
$8K ﹤0.01%
+320
825
$8K ﹤0.01%
+132
31 32
33
34 35