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
1051
$3K ﹤0.01%
+30
1052
$3K ﹤0.01%
+119
1053
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+204
1054
$3K ﹤0.01%
+45
1055
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+36
1056
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+87
1057
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+186
1058
$3K ﹤0.01%
+200
1059
$3K ﹤0.01%
+4
1060
$3K ﹤0.01%
+59
1061
$3K ﹤0.01%
+39
1062
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+64
1063
$2K ﹤0.01%
+58
1064
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+218
1065
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+24
1066
$2K ﹤0.01%
+290
1067
$2K ﹤0.01%
+86
1068
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+55
1069
$2K ﹤0.01%
+36
1070
$2K ﹤0.01%
+1,100
1071
$2K ﹤0.01%
+30
1072
$2K ﹤0.01%
+139
1073
– –
0
1074
$2K ﹤0.01%
+29
1075
$2K ﹤0.01%
+21
41 42
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44 45