FinTrust Capital Advisors LLC 13F Portfolio

FundPortfolio ManagerPerformance 24Q3AUM# of HoldingsPerformance Rank Allocation
FinTrust Capital Advisors LLCFinTrust Capital Advisors LLC3.83%$590498000 1375

Top Holdings Performance History

FinTrust Capital Advisors LLC Holdings Map

Top 50 FinTrust Capital Advisors LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

FinTrust Capital Advisors LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds