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
1151
$2K ﹤0.01%
+80
1152
$2K ﹤0.01%
+26
1153
$2K ﹤0.01%
+100
1154
$2K ﹤0.01%
+51
1155
$2K ﹤0.01%
+100
1156
$2K ﹤0.01%
+196
1157
$1K ﹤0.01%
+100
1158
$1K ﹤0.01%
+6
1159
$1K ﹤0.01%
+27
1160
$1K ﹤0.01%
+18
1161
$1K ﹤0.01%
+20
1162
$1K ﹤0.01%
+46
1163
$1K ﹤0.01%
+143
1164
$1K ﹤0.01%
+20
1165
$1K ﹤0.01%
+95
1166
$1K ﹤0.01%
+11
1167
$1K ﹤0.01%
+15
1168
$1K ﹤0.01%
+5
1169
$1K ﹤0.01%
+41
1170
$1K ﹤0.01%
+34
1171
$1K ﹤0.01%
+17
1172
$1K ﹤0.01%
+14
1173
$1K ﹤0.01%
+32
1174
$1K ﹤0.01%
+15
1175
$1K ﹤0.01%
+81
45 46
47
48 49