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
401
$20.7K 0.01%
+1,000
402
$20.5K 0.01%
+211
403
$20.3K 0.01%
+316
404
$20.2K 0.01%
+10
405
$20K 0.01%
+400
406
$19.8K 0.01%
+192
407
$19.8K 0.01%
+718
408
$19.6K 0.01%
+361
409
$19.6K 0.01%
+515
410
$19.4K 0.01%
+81
411
$19.2K 0.01%
+968
412
$19.1K 0.01%
+300
413
$19.1K 0.01%
+149
414
$19K 0.01%
+100
415
$19K 0.01%
+264
416
$19K 0.01%
+2,000
417
$19K 0.01%
+162
418
$18.8K 0.01%
+1,057
419
$18.8K 0.01%
+570
420
$18.7K 0.01%
+300
421
$18.6K 0.01%
+300
422
$18.5K 0.01%
+282
423
$18.5K 0.01%
+999
424
$18.2K 0.01%
+600
425
$18K 0.01%
+791