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
1001
$4K ﹤0.01%
+200
1002
$4K ﹤0.01%
+743
1003
$4K ﹤0.01%
+250
1004
$4K ﹤0.01%
+210
1005
$4K ﹤0.01%
+236
1006
$4K ﹤0.01%
+335
1007
$4K ﹤0.01%
+223
1008
$4K ﹤0.01%
+191
1009
$4K ﹤0.01%
+54
1010
$4K ﹤0.01%
+80
1011
$3K ﹤0.01%
+110
1012
$3K ﹤0.01%
+39
1013
$3K ﹤0.01%
+144
1014
$3K ﹤0.01%
+20
1015
$3K ﹤0.01%
+61
1016
$3K ﹤0.01%
+70
1017
$3K ﹤0.01%
+32
1018
$3K ﹤0.01%
+60
1019
$3K ﹤0.01%
+253
1020
$3K ﹤0.01%
+68
1021
$3K ﹤0.01%
+360
1022
$3K ﹤0.01%
+103
1023
$3K ﹤0.01%
+92
1024
$3K ﹤0.01%
+55
1025
$3K ﹤0.01%
+53
39 40
41
42 43