FFG

Fortem Financial Group Portfolio holdings

AUM $374M
1-Year Est. Return 39.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$4.29M
3
+$1.79M
4
APH icon
Amphenol
APH
+$1.57M
5
NFLX icon
Netflix
NFLX
+$1.32M

Top Sells

1
+$4.41M
2
+$1.26M
3
+$1.11M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$938K

Sector Composition

1 Technology 28.66%
2 Financials 7.77%
3 Consumer Discretionary 7.69%
4 Industrials 6.79%
5 Energy 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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