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
$113M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$3.04M
2 +$2.67M
3 +$790K
4
GLD icon
SPDR Gold Trust
GLD
+$412K
5
IYW icon
iShares US Technology ETF
IYW
+$314K

Sector Composition

1 Technology 5.28%
2 Industrials 3.2%
3 Communication Services 2.56%
4 Financials 2.52%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,024