FCM
Fortis Capital Management Portfolio holdings
AUM
$642M
This Quarter Return
+4.08%
1 Year Return
+19.9%
3 Year Return
+86.34%
5 Year Return
+76.71%
10 Year Return
–
AUM
$496M
AUM Growth
+$496M
(+5.9%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
136
New
8
Increased
75
Reduced
40
Closed
6
Top Buys
| 1 |
Broadcom
AVGO
|
$7.45M |
| 2 |
Tesla
TSLA
|
$3.55M |
| 3 |
Copart
CPRT
|
$3.1M |
| 4 |
Salesforce
CRM
|
$2.95M |
| 5 |
O'Reilly Automotive
ORLY
|
$2.23M |
Top Sells
| 1 |
Chipotle Mexican Grill
CMG
|
$3.46M |
| 2 |
Deere & Co
DE
|
$3.23M |
| 3 |
Old Dominion Freight Line
ODFL
|
$2.7M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.59M |
| 5 |
Arista Networks
ANET
|
$559K |
Sector Composition
| 1 | Technology | 38.5% |
| 2 | Consumer Discretionary | 7.86% |
| 3 | Communication Services | 6.65% |
| 4 | Financials | 5.36% |
| 5 | Healthcare | 2.63% |
