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
351
$31.5K 0.02%
+512
352
$30.3K 0.02%
+1,054
353
$30.2K 0.02%
+70
354
$30K 0.02%
+472
355
$30K 0.02%
+655
356
$29.5K 0.02%
+750
357
$29.2K 0.02%
+57
358
$28.9K 0.02%
+827
359
$28.7K 0.02%
+623
360
$28.5K 0.02%
+220
361
$28.4K 0.02%
+497
362
$28.1K 0.02%
+264
363
$27.9K 0.02%
+400
364
$27.7K 0.02%
+191
365
$27.3K 0.02%
+300
366
$27.3K 0.02%
+187
367
$27.2K 0.02%
+300
368
$27.1K 0.02%
+1,095
369
$26.9K 0.02%
+170
370
$26.8K 0.02%
+865
371
$26.1K 0.02%
+142
372
$26K 0.02%
+919
373
$26K 0.02%
+516
374
$25.9K 0.02%
+400
375
$25.8K 0.02%
+273