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
1076
$2.02K ﹤0.01%
15
1077
$1.96K ﹤0.01%
30
1078
$1.95K ﹤0.01%
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1079
$1.95K ﹤0.01%
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1080
$1.94K ﹤0.01%
787
1081
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1082
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1083
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1084
$1.91K ﹤0.01%
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1085
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1086
$1.9K ﹤0.01%
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1087
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1088
$1.87K ﹤0.01%
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1089
$1.85K ﹤0.01%
115
1090
$1.82K ﹤0.01%
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1091
$1.79K ﹤0.01%
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1092
$1.79K ﹤0.01%
13
1093
$1.77K ﹤0.01%
124
1094
$1.76K ﹤0.01%
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1095
$1.73K ﹤0.01%
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1096
$1.71K ﹤0.01%
17
1097
$1.64K ﹤0.01%
25
1098
$1.63K ﹤0.01%
400
1099
$1.6K ﹤0.01%
11
+4
1100
$1.57K ﹤0.01%
12