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
$247M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$62.9M
2 +$7.46M
3 +$4.91M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.72M

Sector Composition

1 Technology 38.06%
2 Healthcare 4.97%
3 Consumer Discretionary 4.62%
4 Communication Services 3.71%
5 Financials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.77K ﹤0.01%
23,529
102
$3.36K ﹤0.01%
66
103
-17,000