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
151
$143K 0.09%
+537
152
$143K 0.09%
+3,184
153
$140K 0.08%
+876
154
$139K 0.08%
+12,006
155
$139K 0.08%
+4,062
156
$139K 0.08%
+4,549
157
$137K 0.08%
+10,811
158
$137K 0.08%
+1,044
159
$136K 0.08%
+958
160
$133K 0.08%
+3,860
161
$133K 0.08%
+3,644
162
$133K 0.08%
+1,221
163
$133K 0.08%
+300
164
$132K 0.08%
+3,247
165
$132K 0.08%
+1,586
166
$132K 0.08%
+1,335
167
$132K 0.08%
+2,729
168
$132K 0.08%
+6,797
169
$129K 0.08%
+6,816
170
$129K 0.08%
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171
$125K 0.07%
+1,200
172
$124K 0.07%
+983
173
$124K 0.07%
+836
174
$124K 0.07%
+374
175
$122K 0.07%
+11,137