FFG
Fortem Financial Group Portfolio holdings
AUM
$374M
1-Year Est. Return
39.05%
This Fund
S&P 500
1 Year Est. Return
+39.05%
AUM
$348M
AUM Growth
+$38M
(+12%)
Holding
181
Top Buys
| 1 | +$1.73M | |
| 2 | +$1.52M | |
| 3 | +$1.33M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$959K |
| 5 |
Palantir
PLTR
|
+$615K |
Top Sells
| 1 | +$2.08M | |
| 2 | +$1.43M | |
| 3 | +$1.19M | |
| 4 |
Broadcom
AVGO
|
+$840K |
| 5 |
SkyWater Technology
SKYT
|
+$689K |
Sector Composition
| 1 | Technology | 30.16% |
| 2 | Consumer Discretionary | 8.4% |
| 3 | Industrials | 7.03% |
| 4 | Financials | 6.37% |
| 5 | Energy | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Preferred and Income Securities ETF
PFF
$13.4B
| – | – |
-8,189
|
|
||
177
Transocean
RIG
$7.17B
| – | – |
-12,000
|
|
||
178
Sherwin-Williams
SHW
$80.6B
| – | – |
-598
|
|
||
|
179
SkyWater Technology
SKYT
$1.3B
| – | – |
-70,000
|
|
||
180
Texas Instruments
TXN
$179B
| – | – |
-1,218
|
|
||
181
UnitedHealth
UNH
$249B
| – | – |
-685
|
|