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
876
$7.98K ﹤0.01%
617
877
$7.93K ﹤0.01%
31
878
$7.92K ﹤0.01%
75
879
$7.84K ﹤0.01%
176
880
$7.82K ﹤0.01%
50
881
$7.8K ﹤0.01%
40
882
$7.72K ﹤0.01%
124
883
$7.59K ﹤0.01%
289
-18
884
$7.56K ﹤0.01%
37
885
$7.51K ﹤0.01%
535
886
$7.49K ﹤0.01%
3,020
887
$7.4K ﹤0.01%
+24
888
$7.4K ﹤0.01%
46
889
$7.38K ﹤0.01%
387
890
$7.35K ﹤0.01%
+320
891
$7.34K ﹤0.01%
125
892
$7.29K ﹤0.01%
28
893
$7.27K ﹤0.01%
16
894
$7.24K ﹤0.01%
+409
895
$7.17K ﹤0.01%
3,000
896
$7.17K ﹤0.01%
359
-72
897
$7.14K ﹤0.01%
908
898
$6.96K ﹤0.01%
130
899
$6.91K ﹤0.01%
90
900
$6.91K ﹤0.01%
66
34 35
36
37 38