FCM

Fortis Capital Management Portfolio holdings

AUM $710M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
126
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127
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129
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130
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131
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132
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133
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-6,137
134
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0
135
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-11,200
136
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-22,000
137
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-6,883
138
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-13,502
139
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-129,982
2 3 4 5
6