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
51
$1.05M 0.62%
3,949
+357
52
$1.04M 0.61%
8,863
+1,250
53
$1.03M 0.61%
28,610
+2,449
54
$1.03M 0.61%
179,059
55
$1.02M 0.61%
7,764
+677
56
$1.02M 0.61%
15,979
+1,392
57
$1.02M 0.6%
9,343
+1,158
58
$993K 0.59%
1,845
+12
59
$990K 0.59%
3,646
+177
60
$926K 0.55%
2,088
+46
61
$912K 0.54%
3,680
-221
62
$891K 0.53%
127,060
-37,461
63
$877K 0.52%
9,552
-1,125
64
$874K 0.52%
7,633
+150
65
$872K 0.52%
12,114
+1,974
66
$834K 0.49%
21,627
+2,307
67
$831K 0.49%
2,737
-124
68
$829K 0.49%
7,601
+1,364
69
$826K 0.49%
+53,876
70
$814K 0.48%
+4,180
71
$811K 0.48%
4,387
+360
72
$805K 0.48%
12,855
-563
73
$798K 0.47%
7,778
+568
74
$794K 0.47%
1,693
-91
75
$758K 0.45%
3,083
+205
1 2
3
4 5