FGA

Fortis Group Advisors Portfolio holdings

AUM $596M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.33M
3
+$5.4M
4
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$5.25M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$5.24M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.63M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.35M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.75M

Sector Composition

1 Technology 7.24%
2 Communication Services 3.92%
3 Consumer Discretionary 3.43%
4 Financials 3.37%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
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