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
76
$949K 0.37%
27,793
-1,319
77
$944K 0.37%
9,906
+4,189
78
$932K 0.36%
14,314
-1,898
79
$922K 0.36%
54,533
+16,529
80
$918K 0.36%
10,455
+82
81
$904K 0.35%
7,002
-3,438
82
$876K 0.34%
4,183
+181
83
$865K 0.34%
18,399
-8,923
84
$849K 0.33%
23,021
+2,487
85
$841K 0.33%
7,069
-1,829
86
$825K 0.32%
16,714
+1,039
87
$822K 0.32%
3,307
-510
88
$819K 0.32%
1,951
-896
89
$817K 0.32%
1,491
-5
90
$801K 0.31%
1,792
-83
91
$799K 0.31%
11,099
-1,372
92
$774K 0.3%
2,194
+517
93
$771K 0.3%
7,220
-330
94
$736K 0.29%
3,678
+300
95
$727K 0.28%
3,142
+2,031
96
$724K 0.28%
2,196
-339
97
$720K 0.28%
6,424
-246
98
$714K 0.28%
1,641
-714
99
$700K 0.27%
9,624
+5,714
100
$662K 0.26%
2,168
+1,291
2 3
4
5 6