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

Top Buys

1
+$8.05M
2
+$7.77M
3
+$7.62M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.14M
5
TFC icon
Truist Financial
TFC
+$6.53M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.98%
2 Technology 8.2%
3 Healthcare 5.46%
4 Communication Services 4.7%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$5K ﹤0.01%
+125
902
$5K ﹤0.01%
+123
903
$5K ﹤0.01%
+63
904
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905
$5K ﹤0.01%
+799
906
$5K ﹤0.01%
+189
907
$5K ﹤0.01%
+144
908
$5K ﹤0.01%
+239
909
$5K ﹤0.01%
+99
910
$5K ﹤0.01%
+181
911
$5K ﹤0.01%
+221
912
– –
0
913
– –
0
914
$5K ﹤0.01%
+29
915
$5K ﹤0.01%
+338
916
$5K ﹤0.01%
+133
917
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+112
918
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+1,996
919
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+79
920
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+206
921
$5K ﹤0.01%
+500
922
$5K ﹤0.01%
+63
923
$5K ﹤0.01%
+322
924
$5K ﹤0.01%
+69
925
$5K ﹤0.01%
+209
35 36
37
38 39