FC

Forte Capital Portfolio holdings

AUM $930M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$4.9M
2 +$1.94M
3 +$1.42M
4
NET icon
Cloudflare
NET
+$1.19M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.13M

Top Sells

1 +$1.38M
2 +$719K
3 +$605K
4
CSCO icon
Cisco
CSCO
+$541K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 24.55%
2 Consumer Discretionary 12.08%
3 Financials 11.09%
4 Healthcare 8.75%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-975
202
-692