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
551
$3.09K ﹤0.01%
+40
552
$2.91K ﹤0.01%
+33
553
$2.9K ﹤0.01%
+51
554
$2.86K ﹤0.01%
+157
555
$2.84K ﹤0.01%
+50
556
$2.79K ﹤0.01%
+90
557
$2.75K ﹤0.01%
+8
558
$2.74K ﹤0.01%
+136
559
$2.71K ﹤0.01%
+28
560
$2.68K ﹤0.01%
+33
561
$2.64K ﹤0.01%
+59
562
$2.52K ﹤0.01%
+30
563
$2.49K ﹤0.01%
+121
564
$2.45K ﹤0.01%
+23
565
$2.4K ﹤0.01%
+128
566
$2.36K ﹤0.01%
+26
567
$2.35K ﹤0.01%
+25
568
$2.29K ﹤0.01%
+23
569
$2.26K ﹤0.01%
+6
570
$2.16K ﹤0.01%
+50
571
$2.16K ﹤0.01%
+35
572
$2.11K ﹤0.01%
+37
573
$2.1K ﹤0.01%
+30
574
$1.88K ﹤0.01%
+65
575
$1.8K ﹤0.01%
+10
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