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Fortis Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.21M
3
+$1.33M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$890K

Top Sells

1
+$5.55M
2
+$4.39M
3
+$2.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1M

Sector Composition

1 Financials 4.46%
2 Technology 3.43%
3 Industrials 3.12%
4 Healthcare 2.62%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
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