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
451
$13.1K 0.01%
+600
452
$13K 0.01%
+75
453
$12.6K 0.01%
+200
454
$12.5K 0.01%
+180
455
$12.4K 0.01%
+200
456
$12.4K 0.01%
+272
457
$12.3K 0.01%
+500
458
$12.3K 0.01%
+210
459
$12K 0.01%
+843
460
$11.9K 0.01%
+74
461
$11.8K 0.01%
+372
462
$11.6K 0.01%
+500
463
$11.6K 0.01%
+200
464
$11.6K 0.01%
+800
465
$11.4K 0.01%
+259
466
$11.3K 0.01%
+517
467
$11.2K 0.01%
+1,000
468
$10.9K 0.01%
+414
469
$10.7K 0.01%
+174
470
$10.4K 0.01%
+800
471
$10.3K 0.01%
+207
472
$10.3K 0.01%
+138
473
$10.1K 0.01%
+26
474
$10.1K 0.01%
+500
475
$9.82K 0.01%
+100