FGA
Fortis Group Advisors Portfolio holdings
AUM
$551M
1-Year Return
26.7%
This Quarter Return
+3.72%
1 Year Return
+26.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$331M
AUM Growth
–
Cap. Flow
+$331M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.14%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$84.6M |
| 2 |
SPDR Gold Trust
GLD
|
$32M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$16.2M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$10.6M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$9.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Healthcare | 3.99% |
| 3 | Consumer Staples | 3.32% |
| 4 | Consumer Discretionary | 2.8% |
| 5 | Financials | 2.67% |
