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
151
$218K 0.13%
+3,842
152
$133K 0.08%
14,258
-8,515
153
$103K 0.06%
+2,280
154
$73.6K 0.04%
20,064
155
$48.6K 0.03%
18,000
156
$27.9K 0.02%
13,900
-2,750
157
– –
-2,304
158
– –
-35,991
159
– –
-11,364
160
– –
-1,828
161
– –
-17,386
162
– –
-20,348
163
– –
-16,111
164
– –
-12,857
165
– –
-12,891
166
– –
-566
167
– –
-37,125
168
– –
-7,295
169
– –
-34,703
170
– –
-6,332
171
– –
-18,103
172
– –
-11,427
173
– –
-10,525
174
– –
-7,994
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