FCM

Fortis Capital Management Portfolio holdings

AUM $642M
1-Year Est. Return 19.9%
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.71M
3
+$4.44M
4
FICO icon
Fair Isaac
FICO
+$3.89M
5
MELI icon
Mercado Libre
MELI
+$3.83M

Top Sells

1
+$5.72M
2
+$3.33M
3
+$3.3M
4
DHR icon
Danaher
DHR
+$3.13M
5
HD icon
Home Depot
HD
+$2.52M

Sector Composition

1 Technology 40.26%
2 Consumer Discretionary 7.24%
3 Communication Services 6.79%
4 Financials 4.98%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$86.6K 0.02%
31,161
127
$39K 0.01%
20,000
128
$17.5K ﹤0.01%
605
129
– –
-212,653
130
– –
-13,994
131
– –
-514
132
– –
-5,533
133
– –
-21,096
2 3 4 5
6