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
951
$5.41K ﹤0.01%
41
952
$5.4K ﹤0.01%
69
953
$5.4K ﹤0.01%
145
954
$5.37K ﹤0.01%
132
955
$5.3K ﹤0.01%
158
956
$5.3K ﹤0.01%
643
+548
957
$5.29K ﹤0.01%
57
958
$5.29K ﹤0.01%
146
959
$5.25K ﹤0.01%
10
960
$5.24K ﹤0.01%
40
961
$5.23K ﹤0.01%
+291
962
$5.22K ﹤0.01%
49
963
$5.13K ﹤0.01%
131
964
$5.11K ﹤0.01%
150
965
$5.04K ﹤0.01%
40
966
$5.03K ﹤0.01%
77
-26
967
$4.93K ﹤0.01%
52
968
$4.93K ﹤0.01%
278
-6,047
969
$4.93K ﹤0.01%
39
970
$4.92K ﹤0.01%
430
971
$4.88K ﹤0.01%
500
972
$4.86K ﹤0.01%
71
973
$4.84K ﹤0.01%
49
974
$4.83K ﹤0.01%
1,690
975
$4.81K ﹤0.01%
+233
37 38
39
40 41