FGA

Fortis Group Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 28.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.66M
3 +$3.61M
4
SLV icon
iShares Silver Trust
SLV
+$3.59M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$3.58M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 4.36%
3 Communication Services 3.89%
4 Financials 3.18%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$31K 0.01%
1,588
-477
277
$30.4K 0.01%
108
278
$30.3K 0.01%
157
279
$27.3K ﹤0.01%
246
280
$26.8K ﹤0.01%
190
281
$24.8K ﹤0.01%
760
282
$24.2K ﹤0.01%
122
283
$23.9K ﹤0.01%
1,000
284
$23.1K ﹤0.01%
506
285
$23.1K ﹤0.01%
769
286
$22.6K ﹤0.01%
400
287
$22.6K ﹤0.01%
500
288
$22.3K ﹤0.01%
200
289
$21.9K ﹤0.01%
230
290
$21.5K ﹤0.01%
318
291
$20.7K ﹤0.01%
219
292
$20.7K ﹤0.01%
266
293
$20.7K ﹤0.01%
100
294
$20.4K ﹤0.01%
122
295
$20.3K ﹤0.01%
1,039
296
$20.2K ﹤0.01%
977
297
$20.1K ﹤0.01%
100
298
$19.7K ﹤0.01%
146
299
$19.4K ﹤0.01%
88
300
$19.3K ﹤0.01%
1,000