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
926
$5K ﹤0.01%
+350
927
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+150
928
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+34
929
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+100
930
$5K ﹤0.01%
+455
931
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+50
932
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+148
933
$5K ﹤0.01%
+90
934
$5K ﹤0.01%
+54
935
– –
0
936
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+259
937
$5K ﹤0.01%
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938
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939
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940
$5K ﹤0.01%
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941
$5K ﹤0.01%
+430
942
$5K ﹤0.01%
+100
943
– –
0
944
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+95
945
$4K ﹤0.01%
+145
946
$4K ﹤0.01%
+500
947
$4K ﹤0.01%
+63
948
$4K ﹤0.01%
+367
949
$4K ﹤0.01%
+145
950
$4K ﹤0.01%
+46
36 37
38
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