FCM
Fortis Capital Management Portfolio holdings
AUM
$642M
This Quarter Return
-4.96%
1 Year Return
+19.9%
3 Year Return
+86.34%
5 Year Return
+76.71%
10 Year Return
–
AUM
$321M
AUM Growth
+$321M
(+13%)
Cap. Flow
+$52.2M
Cap. Flow
% of AUM
16.29%
Top 10 Holdings %
Top 10 Hldgs %
54.25%
Holding
138
New
32
Increased
71
Reduced
17
Closed
9
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$8.97M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$6.78M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.13M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$4.11M |
| 5 |
Netflix
NFLX
|
$2.34M |
Top Sells
Sector Composition
| 1 | Technology | 32.64% |
| 2 | Healthcare | 6.54% |
| 3 | Communication Services | 5.4% |
| 4 | Consumer Discretionary | 4.62% |
| 5 | Financials | 3.54% |
