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
$381M
AUM Growth
-$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$890K
3
+$633K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$629K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$594K

Top Sells

1
+$11.1M
2
+$4.83M
3
+$4.32M
4
PM icon
Philip Morris
PM
+$2.35M
5
BX icon
Blackstone
BX
+$1.96M

Sector Composition

1 Technology 37.37%
2 Consumer Discretionary 7.03%
3 Communication Services 5.55%
4 Healthcare 4.81%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
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