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
976
$4.8K ﹤0.01%
78
977
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42
-45
978
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250
979
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200
980
$4.73K ﹤0.01%
94
981
$4.71K ﹤0.01%
14
982
$4.65K ﹤0.01%
135
983
$4.64K ﹤0.01%
61
-135
984
$4.64K ﹤0.01%
25
985
$4.62K ﹤0.01%
30
986
$4.61K ﹤0.01%
35
987
$4.61K ﹤0.01%
73
988
$4.55K ﹤0.01%
21
989
$4.55K ﹤0.01%
+194
990
$4.52K ﹤0.01%
2,000
991
$4.51K ﹤0.01%
24
992
$4.45K ﹤0.01%
290
993
$4.45K ﹤0.01%
124
994
$4.44K ﹤0.01%
200
995
$4.44K ﹤0.01%
44
+20
996
$4.38K ﹤0.01%
64
997
$4.22K ﹤0.01%
216
998
$4.14K ﹤0.01%
40
999
$4.08K ﹤0.01%
92
1000
$4.03K ﹤0.01%
74
38 39
40
41 42