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
$213M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Sells

1 +$1.06M
2 +$532K
3 +$332K
4
LRCX icon
Lam Research
LRCX
+$331K
5
DISH
DISH Network Corp.
DISH
+$326K

Sector Composition

1 Financials 32.44%
2 Consumer Discretionary 9.33%
3 Technology 3.53%
4 Industrials 3.23%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-450
377
-470
378
-1,522
379
-1,423
380
-3,340
381
0
382
-6,402