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
1126
$2K ﹤0.01%
+34
1127
$2K ﹤0.01%
+290
1128
$2K ﹤0.01%
+9
1129
– –
0
1130
$2K ﹤0.01%
+28
1131
$2K ﹤0.01%
+37
1132
$2K ﹤0.01%
+40
1133
$2K ﹤0.01%
+12
1134
$2K ﹤0.01%
+151
1135
$2K ﹤0.01%
+106
1136
$2K ﹤0.01%
+23
1137
$2K ﹤0.01%
+21
1138
$2K ﹤0.01%
+88
1139
$2K ﹤0.01%
+47
1140
$2K ﹤0.01%
+200
1141
$2K ﹤0.01%
+45
1142
$2K ﹤0.01%
+101
1143
$2K ﹤0.01%
+150
1144
$2K ﹤0.01%
+8
1145
$2K ﹤0.01%
+343
1146
$2K ﹤0.01%
+37
1147
$2K ﹤0.01%
+165
1148
$2K ﹤0.01%
+19
1149
$2K ﹤0.01%
+116
1150
$2K ﹤0.01%
+42
44 45
46
47 48