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
126
$320K 0.19%
+6,080
127
$314K 0.19%
3,576
+501
128
$310K 0.18%
1,467
129
$301K 0.18%
1,916
-63
130
$297K 0.18%
1,776
-30
131
$294K 0.17%
18,411
+8,015
132
$284K 0.17%
8,600
-4,950
133
$282K 0.17%
1,250
+7
134
$265K 0.16%
4,120
-1,760
135
$263K 0.16%
+2,400
136
$261K 0.15%
1,066
+163
137
$257K 0.15%
6,557
138
$257K 0.15%
1,750
+45
139
$243K 0.14%
12,000
-4,700
140
$242K 0.14%
1,345
-192
141
$241K 0.14%
1,833
-4,892
142
$237K 0.14%
495
143
$234K 0.14%
+986
144
$231K 0.14%
6,600
-7,200
145
$227K 0.13%
15,000
-5,500
146
$226K 0.13%
+850
147
$226K 0.13%
4,082
-346
148
$226K 0.13%
+5,120
149
$219K 0.13%
2,175
-9,149
150
$219K 0.13%
+3,014
3 4 5
6
7