FGA
Fortis Group Advisors Portfolio holdings
AUM
$551M
1-Year Return
26.7%
This Quarter Return
+2.95%
1 Year Return
+26.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
+$45.3M
(+14%)
Cap. Flow
+$46.7M
Cap. Flow
% of AUM
12.38%
Top 10 Holdings %
Top 10 Hldgs %
50.59%
Holding
143
New
19
Increased
49
Reduced
49
Closed
13
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$10.5M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$10.1M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$7.78M |
| 4 |
iShares MSCI India ETF
INDA
|
$6.58M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.67M |
Top Sells
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Consumer Staples | 3.94% |
| 3 | Healthcare | 3.85% |
| 4 | Financials | 2.42% |
| 5 | Utilities | 2.19% |
