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
426
$17.9K 0.01%
+500
427
$17.7K 0.01%
+120
428
$17.3K 0.01%
+178
429
$16.6K 0.01%
+482
430
$16.3K 0.01%
+771
431
$16.2K 0.01%
+362
432
$16.2K 0.01%
+800
433
$16K 0.01%
+274
434
$15.7K 0.01%
+137
435
$15.6K 0.01%
+275
436
$15.4K 0.01%
+403
437
$15.3K 0.01%
+200
438
$15.2K 0.01%
+400
439
$15.1K 0.01%
+203
440
$15.1K 0.01%
+733
441
$15.1K 0.01%
+416
442
$15.1K 0.01%
+250
443
$14.9K 0.01%
+150
444
$14.6K 0.01%
+145
445
$14.6K 0.01%
+189
446
$14.1K 0.01%
+300
447
$13.9K 0.01%
+492
448
$13.8K 0.01%
+250
449
$13.7K 0.01%
+313
450
$13.2K 0.01%
+540