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 4.71%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$5K ﹤0.01%
+430
927
$5K ﹤0.01%
+100
928
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+322
929
– –
0
930
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931
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932
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+350
933
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+150
934
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+34
935
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+100
936
$5K ﹤0.01%
+455
937
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938
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939
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+90
940
– –
0
941
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+259
942
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943
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944
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+101
945
$4K ﹤0.01%
+79
946
$4K ﹤0.01%
+54
947
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+25
948
$4K ﹤0.01%
+100
949
$4K ﹤0.01%
+30
950
$4K ﹤0.01%
+53
36 37
38
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