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
951
$4K ﹤0.01%
+357
952
$4K ﹤0.01%
+110
953
$4K ﹤0.01%
+74
954
$4K ﹤0.01%
+121
955
– –
0
956
$4K ﹤0.01%
+87
957
$4K ﹤0.01%
+159
958
$4K ﹤0.01%
+70
959
$4K ﹤0.01%
+522
960
$4K ﹤0.01%
+90
961
$4K ﹤0.01%
+85
962
$4K ﹤0.01%
+290
963
$4K ﹤0.01%
+35
964
$4K ﹤0.01%
+74
965
$4K ﹤0.01%
+79
966
$4K ﹤0.01%
+426
967
– –
0
968
$4K ﹤0.01%
+23
969
$4K ﹤0.01%
+195
970
$4K ﹤0.01%
+295
971
$4K ﹤0.01%
+100
972
$4K ﹤0.01%
+125
973
$4K ﹤0.01%
+136
974
$4K ﹤0.01%
+394
975
$4K ﹤0.01%
+49
37 38
39
40 41