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
$110M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$7.4M
2 +$3.04M
3 +$2.56M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.43M
5
MRK icon
Merck
MRK
+$1.05M

Top Sells

1 +$3.86M
2 +$1.75M
3 +$1.67M
4
NVDA icon
NVIDIA
NVDA
+$804K
5
TMO icon
Thermo Fisher Scientific
TMO
+$625K

Sector Composition

1 Technology 16.33%
2 Healthcare 12.32%
3 Financials 12.22%
4 Consumer Discretionary 8.3%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,735