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Home > Institutional Investor > Fortis Capital Advisors, Llc > Profile

Instuitional Investor - Fortis Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fortis Capital Advisors, Llc
Portfolio Value $187,117,117
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 50,822 $24,156,474 12.9%
2.
Invesco Qqq Tr
 53,322 $21,836,905 11.67%
3.
Apple Inc.
 AAPL 66,866 $12,873,778 6.88%
4.
Spdr Ser Tr
 134,671 $12,307,639 6.57%
5.
Nvidia Corp
 NVDA 21,871 $10,831,045 5.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)