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
76
$701K 0.36%
1,750
+474
77
$699K 0.36%
4,526
+1,549
78
$682K 0.35%
3,145
+915
79
$645K 0.33%
4,604
+1,292
80
$641K 0.33%
1,621
+477
81
$638K 0.32%
2,002
+578
82
$634K 0.32%
+3,914
83
$629K 0.32%
34,477
+8,776
84
$625K 0.32%
13,110
+4,210
85
$621K 0.32%
5,511
+1,948
86
$620K 0.32%
124,040
-39,800
87
$619K 0.31%
2,609
+799
88
$592K 0.3%
2,611
+674
89
$589K 0.3%
4,161
+1,407
90
$584K 0.3%
5,872
+1,841
91
$573K 0.29%
+4,300
92
$562K 0.29%
5,257
+1,838
93
$553K 0.28%
+11,500
94
$548K 0.28%
1,182
+437
95
$544K 0.28%
+1,253
96
$535K 0.27%
+5,800
97
$535K 0.27%
15,754
-197
98
$527K 0.27%
241
+79
99
$489K 0.25%
7,306
+15
100
$467K 0.24%
94
+34
2 3
4
5 6