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
1126
$1.16K ﹤0.01%
8
1127
$1.16K ﹤0.01%
109
1128
$1.14K ﹤0.01%
34
1129
$1.13K ﹤0.01%
12
-45
1130
$1.12K ﹤0.01%
10
1131
$1.11K ﹤0.01%
13
1132
$1.1K ﹤0.01%
37
-247
1133
$1.1K ﹤0.01%
28
1134
$1.08K ﹤0.01%
45
1135
$1.08K ﹤0.01%
49
+23
1136
$1.07K ﹤0.01%
32
1137
$1.07K ﹤0.01%
37
1138
$1.06K ﹤0.01%
365
1139
$1.06K ﹤0.01%
9
1140
$1.05K ﹤0.01%
23
1141
$1K ﹤0.01%
75
1142
$991 ﹤0.01%
6
1143
$990 ﹤0.01%
37
1144
$985 ﹤0.01%
20
1145
$963 ﹤0.01%
28
1146
$962 ﹤0.01%
55
1147
$945 ﹤0.01%
100
1148
$940 ﹤0.01%
12
1149
$935 ﹤0.01%
497
1150
$929 ﹤0.01%
3
44 45
46
47 48