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
376
$25.8K 0.02%
+323
377
$25.2K 0.02%
+239
378
$25K 0.01%
+500
379
$24.7K 0.01%
+528
380
$24.4K 0.01%
+1,053
381
$24.3K 0.01%
+200
382
$24.2K 0.01%
+700
383
$23.7K 0.01%
+375
384
$23.4K 0.01%
+70
385
$23.3K 0.01%
+212
386
$23.2K 0.01%
+138
387
$23K 0.01%
+45
388
$22.8K 0.01%
+306
389
$22.6K 0.01%
+500
390
$22.2K 0.01%
+600
391
$21.9K 0.01%
+47
392
$21.8K 0.01%
+608
393
$21.7K 0.01%
+201
394
$21.7K 0.01%
+1,300
395
$21.7K 0.01%
+893
396
$21.5K 0.01%
+204
397
$21.4K 0.01%
+212
398
$21.3K 0.01%
+252
399
$21.3K 0.01%
+145
400
$20.9K 0.01%
+678