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
$258M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$622K
3
+$569K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$385K
5
AMZN icon
Amazon
AMZN
+$335K

Top Sells

1
+$966K
2
+$217K
3
+$208K
4
WTRG icon
Essential Utilities
WTRG
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K

Sector Composition

1 Technology 25.55%
2 Consumer Discretionary 8.77%
3 Financials 8.63%
4 Industrials 7.56%
5 Energy 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32.8K 0.01%
18,000
177
– –
-719
178
– –
-4,517
179
– –
-3,835
180
– –
-5,347
4 5 6 7
8