FCM

Fortis Capital Management Portfolio holdings

AUM $754M
1-Year Est. Return 20.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.35M
3
+$2.35M
4
AMZN icon
Amazon
AMZN
+$2.27M
5
TDOC icon
Teladoc Health
TDOC
+$2.2M

Top Sells

1
+$2.22M
2
+$2.16M
3
+$2.13M
4
MKTX icon
MarketAxess Holdings
MKTX
+$2.11M
5
SYK icon
Stryker
SYK
+$2.08M

Sector Composition

1 Technology 23.39%
2 Financials 14.86%
3 Materials 10.84%
4 Healthcare 9.2%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-22,000
127
– –
-19,000
128
– –
-20,000
129
– –
-8,100
130
– –
-9,501
2 3 4 5
6