FFG

Fortem Financial Group Portfolio holdings

AUM $374M
1-Year Est. Return 39.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.08M
3
+$1.51M
4
META icon
Meta Platforms (Facebook)
META
+$1.32M
5
IBM icon
IBM
IBM
+$1.24M

Top Sells

1
+$1.23M
2
+$492K
3
+$455K
4
MA icon
Mastercard
MA
+$396K
5
ARLP icon
Alliance Resource Partners
ARLP
+$335K

Sector Composition

1 Technology 18.2%
2 Financials 15.77%
3 Healthcare 14.5%
4 Consumer Discretionary 9.53%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
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