FCA

Fortis Capital Advisors Portfolio holdings

AUM $631M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$16.2M
3 +$11M
4
AAPL icon
Apple
AAPL
+$8.64M
5
MSFT icon
Microsoft
MSFT
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.12%
2 Healthcare 6.94%
3 Consumer Discretionary 6.72%
4 Financials 5.78%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$94.4K 0.06%
+3,646
227
$92.5K 0.06%
+300
228
$91.4K 0.05%
+2,500
229
$90.8K 0.05%
+3,603
230
$90.6K 0.05%
+1,278
231
$90.5K 0.05%
+1,650
232
$89.8K 0.05%
+4,029
233
$89.8K 0.05%
+1,837
234
$88.1K 0.05%
+160
235
$86.8K 0.05%
+1,490
236
$86.7K 0.05%
+2,495
237
$86.4K 0.05%
+637
238
$86.3K 0.05%
+655
239
$86.1K 0.05%
+924
240
$84K 0.05%
+2,400
241
$83.7K 0.05%
+1,172
242
$83.6K 0.05%
+3,148
243
$82.6K 0.05%
+296
244
$81.4K 0.05%
+1,256
245
$81.1K 0.05%
+482
246
$79.7K 0.05%
+947
247
$78.7K 0.05%
+480
248
$77.9K 0.05%
+235
249
$76.9K 0.05%
+1,000
250
$76.3K 0.05%
+1,045