FCA

Fortis Capital Advisors Portfolio holdings

AUM $677M
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.03M
3
+$1.8M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.77M
5
HSY icon
Hershey
HSY
+$1.5M

Top Sells

1
+$2.4M
2
+$2.16M
3
+$1.52M
4
ZS icon
Zscaler
ZS
+$1.41M
5
FTNT icon
Fortinet
FTNT
+$1.36M

Sector Composition

1 Technology 30.04%
2 Consumer Discretionary 7.54%
3 Communication Services 6.26%
4 Financials 5.61%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
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