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
1051
$2.69K ﹤0.01%
135
1052
$2.64K ﹤0.01%
86
1053
$2.6K ﹤0.01%
54
1054
$2.57K ﹤0.01%
118
+70
1055
$2.56K ﹤0.01%
42
1056
$2.5K ﹤0.01%
133
+48
1057
$2.48K ﹤0.01%
52
-26
1058
$2.48K ﹤0.01%
+59
1059
$2.45K ﹤0.01%
93
1060
$2.44K ﹤0.01%
19
1061
$2.35K ﹤0.01%
38
1062
$2.3K ﹤0.01%
16
1063
$2.29K ﹤0.01%
21
1064
$2.28K ﹤0.01%
13
1065
$2.28K ﹤0.01%
144
1066
$2.28K ﹤0.01%
414
1067
$2.22K ﹤0.01%
64
1068
$2.21K ﹤0.01%
90
-174
1069
$2.2K ﹤0.01%
8
1070
$2.18K ﹤0.01%
29
1071
$2.16K ﹤0.01%
65
1072
$2.09K ﹤0.01%
55
1073
$2.08K ﹤0.01%
23
1074
$2.05K ﹤0.01%
101
1075
$2.03K ﹤0.01%
377
41 42
43
44 45