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
$257M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.82M
3
+$1.45M
4
PLTR icon
Palantir
PLTR
+$836K
5
MSFT icon
Microsoft
MSFT
+$672K

Top Sells

1
+$2.29M
2
+$800K
3
+$750K
4
CSCO icon
Cisco
CSCO
+$622K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$444K

Sector Composition

1 Technology 24.16%
2 Financials 8.52%
3 Consumer Discretionary 7.76%
4 Industrials 7.1%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.58%
27,877
-224
52
$1.45M 0.57%
15,216
+963
53
$1.41M 0.55%
17,850
+2,052
54
$1.39M 0.54%
10,850
+1,616
55
$1.38M 0.54%
4,401
+1,290
56
$1.34M 0.52%
2,524
+233
57
$1.28M 0.5%
6,327
-70
58
$1.26M 0.49%
9,522
-1,476
59
$1.26M 0.49%
50,714
-15,489
60
$1.23M 0.48%
5,584
-780
61
$1.22M 0.47%
15,482
-9,510
62
$1.22M 0.47%
43,015
+872
63
$1.21M 0.47%
2,785
-522
64
$1.19M 0.46%
13,559
-3,202
65
$1.17M 0.45%
16,550
+4,619
66
$1.16M 0.45%
76,989
-6,255
67
$1.14M 0.44%
5,025
-1,094
68
$1.13M 0.44%
6,427
-902
69
$1.11M 0.43%
100,000
70
$1.07M 0.42%
52,948
+3,758
71
$1.04M 0.41%
3,827
-548
72
$1.03M 0.4%
24,767
+7,082
73
$973K 0.38%
7,332
-725
74
$966K 0.38%
10,360
+5,890
75
$953K 0.37%
25,477
+7,901
1 2
3
4 5