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
76
$757K 0.45%
22,590
+1,766
77
$741K 0.44%
6,418
-7,735
78
$726K 0.43%
+10,463
79
$716K 0.42%
9,376
+894
80
$714K 0.42%
+45,219
81
$714K 0.42%
12,096
-10,551
82
$707K 0.42%
+4,889
83
$703K 0.42%
17,416
+4,284
84
$698K 0.41%
9,062
+874
85
$677K 0.4%
23,222
-10,500
86
$627K 0.37%
27,241
-36,872
87
$621K 0.37%
5,293
-1,300
88
$608K 0.36%
1,782
+250
89
$595K 0.35%
22,588
-3,644
90
$592K 0.35%
6,097
+656
91
$578K 0.34%
+11,028
92
$573K 0.34%
2,976
+795
93
$534K 0.32%
+14,663
94
$518K 0.31%
1,737
+57
95
$511K 0.3%
38,092
+25,044
96
$507K 0.3%
3,817
-765
97
$505K 0.3%
1,284
+13
98
$501K 0.3%
4,178
+159
99
$497K 0.29%
3,231
+45
100
$470K 0.28%
+1,676
2 3
4
5 6