FFG

Fortem Financial Group Portfolio holdings

AUM $310M
1-Year Est. Return 34.73%
This Quarter Est. Return
1 Year Est. Return
+34.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.15M
3 +$2.02M
4
VZ icon
Verizon
VZ
+$2M
5
CSCO icon
Cisco
CSCO
+$1.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.02%
2 Healthcare 14.97%
3 Financials 13.81%
4 Consumer Discretionary 9.05%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23K 0.03%
+1,000
127
$5K 0.01%
+11,095
128
0