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
$246M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.98M
3
+$1.74M
4
NEM icon
Newmont
NEM
+$1.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1
+$2.63M
2
+$1.99M
3
+$1.79M
4
SPG icon
Simon Property Group
SPG
+$1.67M
5
PSX icon
Phillips 66
PSX
+$1.42M

Sector Composition

1 Technology 24.18%
2 Financials 8.16%
3 Industrials 7.93%
4 Consumer Discretionary 7.11%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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180
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182
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183
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186
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187
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189
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-5,960
190
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191
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192
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193
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194
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4 5 6 7
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