FCM

Fortis Capital Management Portfolio holdings

AUM $642M
1-Year Est. Return 19.9%
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.22M
3
+$2.16M
4
RMD icon
ResMed
RMD
+$2.13M
5
SYK icon
Stryker
SYK
+$2.08M

Top Sells

1
+$4.4M
2
+$1.97M
3
+$1.96M
4
SONY icon
Sony
SONY
+$1.93M
5
ES icon
Eversource Energy
ES
+$1.92M

Sector Composition

1 Healthcare 17.82%
2 Financials 15.25%
3 Technology 12.81%
4 Utilities 8.97%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.54%
23,346
+1,307
27
$1.93M 1.53%
+22,000
28
$1.92M 1.53%
+35,000
29
$1.92M 1.52%
24,000
-1,836
30
$1.91M 1.52%
+20,000
31
$1.91M 1.51%
+13,000
32
$1.91M 1.51%
+7,000
33
$1.9M 1.51%
+24,000
34
$1.89M 1.5%
+12,000
35
$1.88M 1.5%
+30,400
36
$1.88M 1.49%
+23,000
37
$1.87M 1.48%
+11,495
38
$1.86M 1.48%
+6,000
39
$1.86M 1.48%
+38,000
40
$1.85M 1.47%
69,757
+2,351
41
$1.84M 1.46%
+30,000
42
$1.84M 1.46%
+18,800
43
$1.84M 1.46%
+11,000
44
$1.83M 1.46%
+41,000
45
$1.83M 1.46%
+30,000
46
$1.83M 1.46%
+21,000
47
$1.83M 1.45%
+35,000
48
$1.81M 1.44%
+16,000
49
$1.8M 1.43%
+10,000
50
$1.79M 1.42%
+15,000
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