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
$153M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$7.19M
2 +$5.35M
3 +$4.99M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.44M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Sector Composition

1 Financials 4.64%
2 Technology 3.75%
3 Industrials 3.29%
4 Healthcare 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$22.2K 0.01%
54
177
$22.2K 0.01%
540
178
$21.5K 0.01%
1,160
+4
179
$21.2K 0.01%
+972
180
$20.5K 0.01%
6,000
181
$20.2K 0.01%
396
182
$19.8K 0.01%
+500
183
$19.3K 0.01%
14,759
+239
184
$18.9K 0.01%
131
+1
185
$18.8K 0.01%
600
186
$17.9K 0.01%
+398
187
$17.6K 0.01%
264
+72
188
$17.2K 0.01%
507
189
$17.1K 0.01%
60
190
$17.1K 0.01%
200
191
$16.9K 0.01%
41
192
$16.7K 0.01%
16,683
+888
193
$16.2K 0.01%
1,000
194
$16.2K 0.01%
+500
195
$16.1K 0.01%
678
+1
196
$16.1K 0.01%
15,000
197
$15.8K 0.01%
+1,000
198
$14.9K 0.01%
14,866
+1,064
199
$14.8K 0.01%
150
200
$14.4K 0.01%
69