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
$277M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.16M
3
+$1.77M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.67M
5
ELV icon
Elevance Health
ELV
+$1.47M

Top Sells

1
+$2.4M
2
+$1.93M
3
+$1.53M
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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