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
301
$9.85K ﹤0.01%
402
302
$9.57K ﹤0.01%
48
303
$9.36K ﹤0.01%
12,337
304
$8.96K ﹤0.01%
55
305
$8.89K ﹤0.01%
257
306
$8.75K ﹤0.01%
674
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$8.75K ﹤0.01%
100
308
$8.7K ﹤0.01%
100
309
$8.64K ﹤0.01%
150
310
$8.53K ﹤0.01%
102
311
$8.47K ﹤0.01%
425
312
$8.46K ﹤0.01%
100
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$8.43K ﹤0.01%
617
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$8.42K ﹤0.01%
2
315
$8.42K ﹤0.01%
80
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$8.25K ﹤0.01%
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$8.25K ﹤0.01%
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$8.1K ﹤0.01%
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$8.05K ﹤0.01%
195
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$7.92K ﹤0.01%
120
321
$7.79K ﹤0.01%
375
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$7.78K ﹤0.01%
223
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$7.59K ﹤0.01%
184
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$7.46K ﹤0.01%
100
325
$7.4K ﹤0.01%
866