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
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