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
251
$17.9K ﹤0.01%
506
252
$17.9K ﹤0.01%
605
253
$17.8K ﹤0.01%
1,000
254
$17.8K ﹤0.01%
252
255
$17.6K ﹤0.01%
158
-1
256
$17.5K ﹤0.01%
400
257
$17.5K ﹤0.01%
634
258
$17.4K ﹤0.01%
1,000
259
$17K ﹤0.01%
240
260
$17K ﹤0.01%
2,065
-85
261
$16.9K ﹤0.01%
229
262
$16.5K ﹤0.01%
97
263
$16.5K ﹤0.01%
618
264
$16.3K ﹤0.01%
167
265
$15.8K ﹤0.01%
27
266
$15.7K ﹤0.01%
250
267
$15.1K ﹤0.01%
126
268
$15.1K ﹤0.01%
1,500
269
$14.9K ﹤0.01%
244
270
$14.8K ﹤0.01%
122
271
$14.6K ﹤0.01%
360
272
$14.5K ﹤0.01%
37
273
$14.5K ﹤0.01%
173
274
$14.2K ﹤0.01%
600
275
$14.2K ﹤0.01%
377