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
$152M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$727K
2 +$321K
3 +$294K
4
GS icon
Goldman Sachs
GS
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$259K

Sector Composition

1 Technology 4.06%
2 Financials 3.4%
3 Communication Services 2.85%
4 Consumer Discretionary 1.94%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$212K 0.14%
5,972
+58
102
$211K 0.14%
1,750
103
$207K 0.14%
2,083
104
$204K 0.13%
1,149
-257
105
$41.6K 0.03%
10,000
106
$21.4K 0.01%
20,000
107
$10.5K 0.01%
10,000
108
$7.2K ﹤0.01%
10,000
109
-4,575
110
-4,368