FCM
Fortis Capital Management Portfolio holdings
AUM
$642M
This Quarter Return
+3.33%
1 Year Return
+19.9%
3 Year Return
+86.34%
5 Year Return
+76.71%
10 Year Return
–
AUM
$538M
AUM Growth
+$538M
(+8.4%)
Cap. Flow
+$71.9M
Cap. Flow
% of AUM
13.36%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
141
New
11
Increased
82
Reduced
33
Closed
8
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$18.6M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$6.92M |
| 3 |
Arista Networks
ANET
|
$4.85M |
| 4 |
Apple
AAPL
|
$4.42M |
| 5 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$4.19M |
Top Sells
Sector Composition
| 1 | Technology | 38.74% |
| 2 | Consumer Discretionary | 8.41% |
| 3 | Communication Services | 7.12% |
| 4 | Financials | 5.62% |
| 5 | Healthcare | 2.15% |
