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
851
$9.27K ﹤0.01%
65
852
$9.23K ﹤0.01%
26
-20
853
$9.21K ﹤0.01%
555
854
$9.18K ﹤0.01%
23
855
$9.13K ﹤0.01%
98
856
$9.05K ﹤0.01%
68
857
$8.9K ﹤0.01%
170
-1,420
858
$8.89K ﹤0.01%
+225
859
$8.77K ﹤0.01%
166
+50
860
$8.77K ﹤0.01%
51
861
$8.72K ﹤0.01%
150
862
$8.65K ﹤0.01%
135
863
$8.65K ﹤0.01%
162
864
$8.64K ﹤0.01%
16
865
$8.61K ﹤0.01%
116
866
$8.58K ﹤0.01%
301
+300
867
$8.57K ﹤0.01%
34
868
$8.52K ﹤0.01%
332
869
$8.51K ﹤0.01%
96
870
$8.26K ﹤0.01%
175
-125
871
$8.24K ﹤0.01%
745
872
$8.2K ﹤0.01%
1,915
873
$8.12K ﹤0.01%
112
874
$8.1K ﹤0.01%
107
875
$8.05K ﹤0.01%
32
+19
33 34
35
36 37