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
$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

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
in Stake
Capital Flow
301
-1,000