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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
$107M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.97M
3
+$1.88M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.73M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.47M

Top Sells

1
+$4.61M
2
+$1.88M
3
+$1.16M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.13M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.07M

Sector Composition

1 Technology 4.97%
2 Industrials 3.34%
3 Healthcare 2.24%
4 Communication Services 2.2%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3
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3
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173
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175
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4 5 6
7
8