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
101
$460K 0.27%
16,045
+175
102
$443K 0.26%
14,328
103
$441K 0.26%
+2,896
104
$430K 0.25%
11,493
-4,439
105
$413K 0.24%
3,163
+924
106
$410K 0.24%
4,802
+1,144
107
$409K 0.24%
+1,167
108
$395K 0.23%
822
+10
109
$395K 0.23%
20,336
+2,461
110
$382K 0.23%
7,900
-8,964
111
$375K 0.22%
+844
112
$367K 0.22%
+8,842
113
$366K 0.22%
8,574
-1,392
114
$366K 0.22%
+818
115
$355K 0.21%
+1,455
116
$350K 0.21%
+7,834
117
$345K 0.2%
4,116
+1,090
118
$344K 0.2%
+4,631
119
$342K 0.2%
6,435
120
$342K 0.2%
+5,066
121
$340K 0.2%
19,058
+6,104
122
$339K 0.2%
+10,828
123
$332K 0.2%
1,069
+132
124
$327K 0.19%
7,647
+923
125
$322K 0.19%
18,700
-3,100
3 4
5
6 7