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
$187M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$2.3M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.29M

Top Sells

1
+$3.89M
2
+$2.38M
3
+$693K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$631K
5
GIS icon
General Mills
GIS
+$598K

Sector Composition

1 Technology 15.84%
2 Consumer Discretionary 7.51%
3 Healthcare 4.87%
4 Financials 4.83%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
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