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
$142M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$262K
3 +$232K
4
MCK icon
McKesson
MCK
+$203K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$157K

Top Sells

1 +$3.87M
2 +$2.05M
3 +$751K
4
BND icon
Vanguard Total Bond Market
BND
+$538K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$420K

Sector Composition

1 Technology 4.29%
2 Communication Services 2.98%
3 Consumer Discretionary 2.11%
4 Financials 2.05%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-40,919
102
-513