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
$293M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.58M
3
+$1.57M
4
TSLA icon
Tesla
TSLA
+$1.38M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$1.09M

Top Sells

1
+$12.3M
2
+$6.52M
3
+$1.55M
4
ANET icon
Arista Networks
ANET
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.16M

Sector Composition

1 Technology 26.16%
2 Consumer Discretionary 6.95%
3 Communication Services 5.89%
4 Financials 5.39%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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