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 4.71%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$1K ﹤0.01%
+36
1202
$1K ﹤0.01%
+19
1203
$1K ﹤0.01%
+6
1204
$1K ﹤0.01%
+8
1205
$1K ﹤0.01%
+15
1206
$1K ﹤0.01%
+12
1207
$1K ﹤0.01%
+32
1208
$1K ﹤0.01%
+24
1209
$1K ﹤0.01%
+100
1210
$1K ﹤0.01%
+16
1211
$1K ﹤0.01%
+7
1212
$1K ﹤0.01%
+24
1213
$1K ﹤0.01%
+59
1214
$1K ﹤0.01%
+36
1215
$1K ﹤0.01%
+16
1216
$1K ﹤0.01%
+47
1217
0
1218
$1K ﹤0.01%
+290
1219
$1K ﹤0.01%
+14
1220
$1K ﹤0.01%
+23
1221
$1K ﹤0.01%
+37
1222
$1K ﹤0.01%
+86
1223
$1K ﹤0.01%
+106
1224
$1K ﹤0.01%
+22
1225
$1K ﹤0.01%
+46