FFG
Fortem Financial Group Portfolio holdings
AUM
$310M
1-Year Return
34.73%
This Quarter Return
+5.44%
1 Year Return
+34.73%
3 Year Return
+117.37%
5 Year Return
+228.55%
10 Year Return
–
AUM
$154M
AUM Growth
-$17.1M
(-10%)
Cap. Flow
-$19.6M
Cap. Flow
% of AUM
-12.79%
Top 10 Holdings %
Top 10 Hldgs %
26.6%
Holding
166
New
11
Increased
57
Reduced
70
Closed
19
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$2.23M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.14M |
| 3 |
KLA
KLAC
|
$1.44M |
| 4 |
Dell
DELL
|
$882K |
| 5 |
Annaly Capital Management
NLY
|
$716K |
Top Sells
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Energy | 12.67% |
| 3 | Financials | 8.49% |
| 4 | Industrials | 7.95% |
| 5 | Healthcare | 7.85% |
