FGA

Fortis Group Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 30.19%
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$10.9M
2 +$8.13M
3 +$8.13M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$8.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.86M

Sector Composition

1 Technology 7.26%
2 Consumer Discretionary 3.09%
3 Communication Services 2.8%
4 Financials 2.49%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$32.4K 0.01%
492
227
$31.2K 0.01%
223
228
$28.6K 0.01%
502
229
$28.3K 0.01%
760
230
$28.1K 0.01%
6,169
231
$25.9K ﹤0.01%
500
232
$25.6K ﹤0.01%
157
233
$23.8K ﹤0.01%
115
234
$22.6K ﹤0.01%
344
-344
235
$21.9K ﹤0.01%
176
236
$21.7K ﹤0.01%
1,000
237
$21.6K ﹤0.01%
266
238
$21.4K ﹤0.01%
95
239
$21.4K ﹤0.01%
160
240
$20.7K ﹤0.01%
230
241
$20.6K ﹤0.01%
246
242
$20.4K ﹤0.01%
80
243
$20.2K ﹤0.01%
98
244
$19.7K ﹤0.01%
100
245
$19.2K ﹤0.01%
174
246
$18.7K ﹤0.01%
318
247
$18.5K ﹤0.01%
100
248
$18.4K ﹤0.01%
800
249
$18.1K ﹤0.01%
146
250
$18K ﹤0.01%
18,966