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
$469M
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.71M
3
+$4.44M
4
FICO icon
Fair Isaac
FICO
+$3.89M
5
MELI icon
Mercado Libre
MELI
+$3.83M

Top Sells

1
+$5.72M
2
+$3.33M
3
+$3.3M
4
DHR icon
Danaher
DHR
+$3.13M
5
HD icon
Home Depot
HD
+$2.52M

Sector Composition

1 Technology 40.26%
2 Consumer Discretionary 7.24%
3 Communication Services 6.79%
4 Financials 4.98%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.96%
17,109
+10,537
27
$4.44M 0.95%
+50,696
28
$4.42M 0.94%
15,050
+9,349
29
$4.36M 0.93%
8,563
+4,880
30
$4.17M 0.89%
8,664
+5,385
31
$4.16M 0.89%
24,348
+49
32
$4.09M 0.87%
213,102
+6,186
33
$3.89M 0.83%
+2,611
34
$3.83M 0.82%
+2,333
35
$3.66M 0.78%
+4,437
36
$3.46M 0.74%
+55,273
37
$3.38M 0.72%
19,119
+10,388
38
$3.36M 0.72%
194,015
+16,142
39
$3.24M 0.69%
72,600
-2,022
40
$3.23M 0.69%
+8,639
41
$3.19M 0.68%
128,122
+35,607
42
$3.03M 0.65%
114,065
+4,622
43
$2.9M 0.62%
121,938
+33,844
44
$2.81M 0.6%
118,255
+39,927
45
$2.73M 0.58%
4,993
-8
46
$2.64M 0.56%
5,509
+486
47
$2.55M 0.54%
36,270
+10,695
48
$2.47M 0.53%
26,869
+20,989
49
$2.39M 0.51%
5,873
+967
50
$2.35M 0.5%
+13,335
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