FA
Fortis Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+3.42%
1 Year Return
+12.42%
3 Year Return
+30.75%
5 Year Return
+58.73%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+17%)
Cap. Flow
+$9.04M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
52.83%
Holding
287
New
26
Increased
70
Reduced
25
Closed
19
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$7.19M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$5.35M |
| 3 |
Vanguard Total Bond Market
BND
|
$4.99M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$2.44M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.51M |
Top Sells
Sector Composition
| 1 | Financials | 4.64% |
| 2 | Technology | 3.75% |
| 3 | Industrials | 3.29% |
| 4 | Healthcare | 2.65% |
| 5 | Communication Services | 2.53% |
