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
926
$6.17K ﹤0.01%
31
+14
927
$6.11K ﹤0.01%
100
928
$6.09K ﹤0.01%
60
929
$6.07K ﹤0.01%
163
930
$6K ﹤0.01%
65
931
$5.96K ﹤0.01%
40
932
$5.95K ﹤0.01%
249
933
$5.94K ﹤0.01%
26
934
$5.93K ﹤0.01%
35
935
$5.91K ﹤0.01%
37
936
$5.9K ﹤0.01%
130
937
$5.88K ﹤0.01%
58
938
$5.86K ﹤0.01%
+196
939
$5.86K ﹤0.01%
38
940
$5.82K ﹤0.01%
170
941
$5.74K ﹤0.01%
34
942
$5.67K ﹤0.01%
99
-75
943
$5.66K ﹤0.01%
200
-516
944
$5.6K ﹤0.01%
403
-118
945
$5.59K ﹤0.01%
47
946
$5.58K ﹤0.01%
65
947
$5.58K ﹤0.01%
13
948
$5.58K ﹤0.01%
84
949
$5.56K ﹤0.01%
+158
950
$5.53K ﹤0.01%
42
36 37
38
39 40