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
901
$6.9K ﹤0.01%
45
902
$6.88K ﹤0.01%
59
903
$6.81K ﹤0.01%
1,114
904
$6.7K ﹤0.01%
441
905
$6.69K ﹤0.01%
56
906
$6.69K ﹤0.01%
110
907
$6.66K ﹤0.01%
50
908
$6.65K ﹤0.01%
149
909
$6.62K ﹤0.01%
104
910
$6.61K ﹤0.01%
31
911
$6.57K ﹤0.01%
84
+62
912
$6.56K ﹤0.01%
85
913
$6.46K ﹤0.01%
40
-154
914
$6.46K ﹤0.01%
16
915
$6.44K ﹤0.01%
35
916
$6.31K ﹤0.01%
+350
917
$6.3K ﹤0.01%
2
918
$6.29K ﹤0.01%
28
919
$6.28K ﹤0.01%
408
920
$6.27K ﹤0.01%
23
921
$6.27K ﹤0.01%
232
+11
922
$6.26K ﹤0.01%
159
923
$6.26K ﹤0.01%
27
924
$6.25K ﹤0.01%
18
925
$6.19K ﹤0.01%
242
35 36
37
38 39