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
$246M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.98M
3
+$1.74M
4
NEM icon
Newmont
NEM
+$1.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1
+$2.63M
2
+$1.99M
3
+$1.79M
4
SPG icon
Simon Property Group
SPG
+$1.67M
5
PSX icon
Phillips 66
PSX
+$1.42M

Sector Composition

1 Technology 24.18%
2 Financials 8.16%
3 Industrials 7.93%
4 Consumer Discretionary 7.11%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.02%
125,102
+2,439
27
$2.5M 1.02%
11,841
-2,787
28
$2.13M 0.87%
5,233
+4,283
29
$2.11M 0.86%
7,656
+2,411
30
$2.05M 0.84%
10,170
+1,487
31
$2.05M 0.83%
11,590
+914
32
$2.03M 0.83%
26,011
+5,805
33
$1.98M 0.8%
+24,467
34
$1.95M 0.79%
11,559
-9,896
35
$1.9M 0.77%
2,142
+36
36
$1.81M 0.73%
2,038
+390
37
$1.69M 0.69%
4,148
-1,210
38
$1.68M 0.68%
8,509
+1,362
39
$1.65M 0.67%
10,785
+281
40
$1.64M 0.67%
64,149
-11,298
41
$1.59M 0.64%
13,059
-3,638
42
$1.57M 0.64%
2,740
+53
43
$1.53M 0.62%
10,220
+44
44
$1.49M 0.61%
8,576
+7,176
45
$1.45M 0.59%
6,281
+1,771
46
$1.43M 0.58%
10,572
+4,879
47
$1.41M 0.57%
2,774
+15
48
$1.39M 0.57%
+26,076
49
$1.36M 0.55%
+32,936
50
$1.35M 0.55%
4,460
-247
1
2
3 4 5