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
1151
$923 ﹤0.01%
66
1152
$921 ﹤0.01%
28
1153
$910 ﹤0.01%
59
1154
$906 ﹤0.01%
61
1155
$899 ﹤0.01%
19
1156
$892 ﹤0.01%
30
1157
$861 ﹤0.01%
13
1158
$854 ﹤0.01%
16
1159
$846 ﹤0.01%
12
1160
$835 ﹤0.01%
20
1161
$811 ﹤0.01%
42
1162
$790 ﹤0.01%
42
1163
$789 ﹤0.01%
34
1164
$784 ﹤0.01%
16
1165
$730 ﹤0.01%
24
1166
$724 ﹤0.01%
200
1167
$721 ﹤0.01%
65
1168
$694 ﹤0.01%
8
1169
$687 ﹤0.01%
15
1170
$671 ﹤0.01%
33
1171
$669 ﹤0.01%
350
1172
$663 ﹤0.01%
328
1173
$658 ﹤0.01%
11
1174
$631 ﹤0.01%
18
1175
$609 ﹤0.01%
15
45 46
47
48 49