FA
Fortis Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+5.64%
1 Year Return
+12.42%
3 Year Return
+30.75%
5 Year Return
+58.73%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+23%)
Cap. Flow
+$63.6M
Cap. Flow
% of AUM
45.57%
Top 10 Holdings %
Top 10 Hldgs %
47.78%
Holding
277
New
81
Increased
48
Reduced
24
Closed
30
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$9.9M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$7.14M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.45M |
| 4 |
Vanguard US Value Factor ETF
VFVA
|
$5.28M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$4.38M |
Top Sells
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Industrials | 2.83% |
| 3 | Financials | 2.75% |
| 4 | Communication Services | 2.71% |
| 5 | Consumer Discretionary | 2.24% |
