FCM
Fortis Capital Management Portfolio holdings
AUM
$710M
1-Year Est. Return
23.36%
1 Year Est. Return
+23.36%
AUM
$710M
AUM Growth
+$68.4M
(+11%)
Holding
184
Top Buys
| 1 | +$6.04M | |
| 2 | +$6.01M | |
| 3 | +$5.98M | |
| 4 |
Boston Scientific
BSX
|
+$5.9M |
| 5 |
Microsoft
MSFT
|
+$3.76M |
Top Sells
| 1 | +$6.19M | |
| 2 | +$6.13M | |
| 3 | +$4.3M | |
| 4 |
Novo Nordisk
NVO
|
+$2.38M |
| 5 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
+$1.4M |
Sector Composition
| 1 | Technology | 44.96% |
| 2 | Communication Services | 8.62% |
| 3 | Consumer Discretionary | 6.46% |
| 4 | Financials | 5.57% |
| 5 | Healthcare | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IAUX
176
i-80 Gold Corp
IAUX
$1.05B
| $28.7K | ﹤0.01% |
30,000
|
|
||
177
Charter Communications
CHTR
$26.5B
| – | – |
-15,150
|
|
||
178
D.R. Horton
DHI
$46.3B
| – | – |
-47,535
|
|
||
179
iShares MSCI EAFE ETF
EFA
$69.1B
| – | – |
-4,182
|
|
||
180
iShares S&P 500 Growth ETF
IVW
$67.3B
| – | – |
-2,306
|
|
||
181
Kayne Anderson Energy Infrastructure Fund
KYN
$2.11B
| – | – |
-12,434
|
|
||
182
LegalZoom.com
LZ
$1.66B
| – | – |
-15,989
|
|
||
183
monday.com
MNDY
$8.09B
| – | – |
-738
|
|
||
184
Insulet
PODD
$21.4B
| – | – |
-735
|
|