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
$138M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.15M
3
+$2.08M
4
KLAC icon
KLA
KLAC
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.85M

Top Sells

1
+$6.29M
2
+$2.81M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$1.71M
5
USO icon
United States Oil Fund
USO
+$1.47M

Sector Composition

1 Technology 19.82%
2 Healthcare 12.6%
3 Financials 11.85%
4 Consumer Discretionary 11.1%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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