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
826
$11.2K ﹤0.01%
568
+17
827
$11.1K ﹤0.01%
305
828
$10.9K ﹤0.01%
188
829
$10.7K ﹤0.01%
500
-4,240
830
$10.7K ﹤0.01%
41
831
$10.5K ﹤0.01%
231
832
$10.3K ﹤0.01%
625
+253
833
$10.3K ﹤0.01%
1,439
834
$10.3K ﹤0.01%
4,000
835
$10.2K ﹤0.01%
148
836
$10.2K ﹤0.01%
2,875
837
$9.98K ﹤0.01%
39
838
$9.95K ﹤0.01%
246
+160
839
$9.9K ﹤0.01%
534
-57
840
$9.84K ﹤0.01%
1,447
841
$9.83K ﹤0.01%
100
842
$9.77K ﹤0.01%
40
843
$9.68K ﹤0.01%
107
844
$9.67K ﹤0.01%
269
845
$9.62K ﹤0.01%
52
846
$9.61K ﹤0.01%
109
847
$9.45K ﹤0.01%
50
848
$9.4K ﹤0.01%
15
849
$9.32K ﹤0.01%
90
850
$9.28K ﹤0.01%
72
32 33
34
35 36