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
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.53M
3
+$2.51M
4
TWTR
Twitter, Inc.
TWTR
+$2.48M
5
PINS icon
Pinterest
PINS
+$2.38M

Top Sells

1
+$3.12M
2
+$2.19M
3
+$2.15M
4
ANSS
Ansys
ANSS
+$2.14M
5
TEAM icon
Atlassian
TEAM
+$2.12M

Sector Composition

1 Technology 31.28%
2 Communication Services 16.14%
3 Consumer Discretionary 8.88%
4 Financials 8.26%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.21%
+30,200
27
$2.37M 1.2%
25,216
28
$2.37M 1.2%
+9,712
29
$2.36M 1.2%
90,182
+12,059
30
$2.36M 1.2%
77,792
+159
31
$2.35M 1.2%
+5,968
32
$2.35M 1.19%
+37,001
33
$2.33M 1.18%
8,440
34
$2.23M 1.13%
+9,224
35
$2.21M 1.12%
13,335
+3,074
36
$2.21M 1.12%
70,558
+11,680
37
$2.18M 1.11%
14,930
-3,510
38
$2.18M 1.11%
+4,729
39
$2.17M 1.11%
+7,456
40
$2.16M 1.1%
+17,993
41
$2.15M 1.09%
17,610
+2,600
42
$2.14M 1.09%
+24,000
43
$2.13M 1.09%
4,232
44
$2.12M 1.08%
+20,020
45
$2.1M 1.07%
+11,973
46
$2.07M 1.05%
+40,000
47
$2.05M 1.04%
+52,800
48
$2.04M 1.04%
9,900
49
$2M 1.02%
18,000
50
$2M 1.01%
+12,193
1
2
3 4 5