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 4.71%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$3K ﹤0.01%
+95
1052
$3K ﹤0.01%
+9
1053
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+72
1054
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+30
1055
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+119
1056
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+204
1057
$3K ﹤0.01%
+45
1058
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+39
1059
$3K ﹤0.01%
+64
1060
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+36
1061
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+87
1062
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1063
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+132
1064
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1065
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+50
1066
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+218
1067
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+24
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+290
1069
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+86
1070
$2K ﹤0.01%
+45
1071
$2K ﹤0.01%
+113
1072
$2K ﹤0.01%
+100
1073
– –
0
1074
$2K ﹤0.01%
+28
1075
$2K ﹤0.01%
+37
41 42
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44 45