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
801
$12.4K ﹤0.01%
1,000
802
$12.4K ﹤0.01%
+1,300
803
$12.4K ﹤0.01%
131
804
$12.3K ﹤0.01%
180
805
$12.3K ﹤0.01%
127
806
$12.2K ﹤0.01%
125
807
$12.2K ﹤0.01%
160
808
$12.2K ﹤0.01%
100
809
$12.2K ﹤0.01%
399
-110
810
$12.1K ﹤0.01%
241
811
$12K ﹤0.01%
144
-518
812
$11.9K ﹤0.01%
602
813
$11.9K ﹤0.01%
374
814
$11.9K ﹤0.01%
197
+162
815
$11.8K ﹤0.01%
233
-5,528
816
$11.8K ﹤0.01%
235
817
$11.7K ﹤0.01%
207
818
$11.5K ﹤0.01%
100
-1,100
819
$11.4K ﹤0.01%
144
-21
820
$11.4K ﹤0.01%
264
821
$11.3K ﹤0.01%
950
-14
822
$11.3K ﹤0.01%
69
823
$11.3K ﹤0.01%
39
-11
824
$11.3K ﹤0.01%
53
825
$11.2K ﹤0.01%
+376
31 32
33
34 35