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
326
$38.1K 0.02%
+770
327
$37.8K 0.02%
+538
328
$37.7K 0.02%
+454
329
$37.5K 0.02%
+933
330
$37.4K 0.02%
+1,558
331
$36.8K 0.02%
+4,583
332
$36.7K 0.02%
+789
333
$35.8K 0.02%
+480
334
$35.3K 0.02%
+105
335
$35.3K 0.02%
+2,099
336
$34.7K 0.02%
+205
337
$34.3K 0.02%
+1,511
338
$34.3K 0.02%
+684
339
$34.2K 0.02%
+718
340
$34.1K 0.02%
+340
341
$34.1K 0.02%
+1,045
342
$34K 0.02%
+250
343
$33.8K 0.02%
+407
344
$33.3K 0.02%
+2,481
345
$33.1K 0.02%
+470
346
$33K 0.02%
+362
347
$32.7K 0.02%
+411
348
$32.5K 0.02%
+523
349
$32.2K 0.02%
+1,070
350
$32K 0.02%
+145