FFG
Fortem Financial Group Portfolio holdings
AUM
$310M
1-Year Return
34.73%
This Quarter Return
+8.95%
1 Year Return
+34.73%
3 Year Return
+117.37%
5 Year Return
+228.55%
10 Year Return
–
AUM
$169M
AUM Growth
+$15.2M
(+9.9%)
Cap. Flow
+$5.64M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
174
New
27
Increased
71
Reduced
48
Closed
18
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.04M |
| 2 |
Global X Uranium ETF
URA
|
$1.61M |
| 3 |
Cisco
CSCO
|
$1.04M |
| 4 |
Tesla
TSLA
|
$840K |
| 5 |
Palantir
PLTR
|
$826K |
Top Sells
| 1 |
UGI
UGI
|
$1.21M |
| 2 |
Omega Healthcare
OHI
|
$1.02M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$1.01M |
| 4 |
Novartis
NVS
|
$923K |
| 5 |
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% |
