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
476
$9.59K 0.01%
+54
477
$9.11K 0.01%
+150
478
$8.57K 0.01%
+295
479
$8.53K 0.01%
+400
480
$8.43K 0.01%
+48
481
$8.43K 0.01%
+21
482
$8.37K 0.01%
+108
483
$8.28K ﹤0.01%
+3,000
484
$8.07K ﹤0.01%
+85
485
$8.03K ﹤0.01%
+300
486
$8.02K ﹤0.01%
+150
487
$7.9K ﹤0.01%
+280
488
$7.8K ﹤0.01%
+53
489
$7.37K ﹤0.01%
+70
490
$7.36K ﹤0.01%
+100
491
$7.33K ﹤0.01%
+65
492
$7.24K ﹤0.01%
+54
493
$7.16K ﹤0.01%
+115
494
$7.13K ﹤0.01%
+123
495
$7.11K ﹤0.01%
+100
496
$7.1K ﹤0.01%
+300
497
$7.09K ﹤0.01%
+68
498
$6.98K ﹤0.01%
+285
499
$6.89K ﹤0.01%
+90
500
$6.69K ﹤0.01%
+170
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