Top 50 Fintrust Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.14% | 62.9K | $36.3M | +2.56%(+1.57K) | — | 2024-09-30 | |
| IMTB | ISHARES TR | 3.8% | 505.1K | $22.5M | +0.48%(+2.40K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 3.39% | 86.2K | $20.1M | +2.54%(+2.13K) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 2.75% | 208.1K | $16.2M | +3.43%(+6.90K) | — | 2024-09-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.48% | 634.9K | $14.7M | +4.54%(+27.58K) | — | 2024-09-30 | |
| BOND | PIMCO ETF TR | 2.3% | 143.9K | $13.6M | +5.80%(+7.89K) | — | 2024-09-30 | |
| IJR | ISHARES TR | 2.23% | 113.0K | $13.2M | -0.21%(-240) | — | 2024-09-30 | |
| IBTF | ISHARES TR | 2.14% | 541.3K | $12.7M | +1.77%(+9.40K) | — | 2024-09-30 | |
| MDYV | SPDR SER TR | 2.11% | 157.0K | $12.5M | +6.48%(+9.55K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 26.1K | $11.2M | +1.63%(+419) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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