FFG

Fortem Financial Group Portfolio holdings

AUM $348M
1-Year Est. Return 44.56%
This Quarter Est. Return
1 Year Est. Return
+44.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.61M
3
+$1.04M
4
TSLA icon
Tesla
TSLA
+$840K
5
PLTR icon
Palantir
PLTR
+$826K

Top Sells

1
+$1.21M
2
+$1.02M
3
+$1.01M
4
NVS icon
Novartis
NVS
+$923K
5
MRK icon
Merck
MRK
+$893K

Sector Composition

1 Technology 18.57%
2 Financials 9.19%
3 Energy 8.97%
4 Industrials 7.23%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.01%
8,435
27
$1.71M 1.01%
5,945
+769
28
$1.68M 1%
28,550
-6,100
29
$1.61M 0.95%
+74,245
30
$1.53M 0.91%
16,053
-2,408
31
$1.51M 0.9%
40,979
+6,172
32
$1.45M 0.86%
11,534
+1,907
33
$1.44M 0.85%
10,415
+163
34
$1.38M 0.82%
10,569
+6,234
35
$1.34M 0.8%
95,182
-3,698
36
$1.32M 0.78%
140,000
37
$1.26M 0.75%
37,064
-1,176
38
$1.25M 0.74%
6,984
-150
39
$1.25M 0.74%
36,791
-1,870
40
$1.25M 0.74%
24,124
+20,190
41
$1.25M 0.74%
10,425
+4,125
42
$1.23M 0.73%
21,046
+2,753
43
$1.19M 0.71%
15,743
+2,031
44
$1.19M 0.7%
8,823
-2,516
45
$1.16M 0.69%
5,384
+491
46
$1.11M 0.66%
66,131
+17,877
47
$1.09M 0.65%
15,829
-3,299
48
$1.09M 0.64%
12,129
+3,574
49
$1.07M 0.63%
23,443
+11,426
50
$1.05M 0.63%
17,513
+663
1
2
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