FA

Fortis Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.73%
2 Financials 3.87%
3 Communication Services 3.3%
4 Industrials 2.89%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
1
277
$0 ﹤0.01%
8
278
$0 ﹤0.01%
2
+1
279
$0 ﹤0.01%
25
280
$0 ﹤0.01%
+3
281
$0 ﹤0.01%
1