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
251
$75.4K 0.04%
+2,371
252
$75.3K 0.04%
+865
253
$73.9K 0.04%
+613
254
$73.6K 0.04%
+555
255
$73.1K 0.04%
+2,614
256
$73K 0.04%
+1,500
257
$72.6K 0.04%
+4,142
258
$71.3K 0.04%
+3,427
259
$70.9K 0.04%
+2,190
260
$70.8K 0.04%
+1,817
261
$70.1K 0.04%
+185
262
$68.7K 0.04%
+1,032
263
$68.4K 0.04%
+539
264
$67.4K 0.04%
+2,315
265
$67.4K 0.04%
+8,264
266
$66.6K 0.04%
+1,920
267
$66.6K 0.04%
+656
268
$65.7K 0.04%
+1,834
269
$65.1K 0.04%
+5,095
270
$64.7K 0.04%
+929
271
$64.2K 0.04%
+2,700
272
$62.8K 0.04%
+239
273
$62.1K 0.04%
+200
274
$60.4K 0.04%
+1,000
275
$60.1K 0.04%
+1,285
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