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
$257M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.82M
3
+$1.45M
4
PLTR icon
Palantir
PLTR
+$836K
5
MSFT icon
Microsoft
MSFT
+$672K

Top Sells

1
+$2.29M
2
+$800K
3
+$750K
4
CSCO icon
Cisco
CSCO
+$622K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$444K

Sector Composition

1 Technology 24.16%
2 Financials 8.52%
3 Consumer Discretionary 7.76%
4 Industrials 7.1%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.12%
3,052
+475
152
$308K 0.12%
564
+1
153
$305K 0.12%
873
-147
154
$295K 0.11%
2,696
+21
155
$292K 0.11%
2,783
-380
156
$286K 0.11%
1,907
-10
157
$285K 0.11%
19,153
-5,547
158
$284K 0.11%
3,967
-467
159
$278K 0.11%
8,112
-1,009
160
$276K 0.11%
9,680
+187
161
$275K 0.11%
+34,706
162
$265K 0.1%
9,595
+516
163
$264K 0.1%
+1,590
164
$258K 0.1%
2,505
165
$251K 0.1%
+5,708
166
$245K 0.1%
1,568
-65
167
$241K 0.09%
+1,819
168
$237K 0.09%
10,415
-236
169
$233K 0.09%
3,889
-216
170
$233K 0.09%
4,082
171
$231K 0.09%
6,340
+130
172
$222K 0.09%
1,797
-867
173
$221K 0.09%
+1,066
174
$214K 0.08%
1,189
-2
175
$211K 0.08%
+5,329
4 5 6
7
8