FAG

Fortitude Advisory Group Portfolio holdings

AUM $175M
1-Year Est. Return 25.36%
This Quarter Est. Return
1 Year Est. Return
+25.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,571
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.4M
3 +$8.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.52M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.35%
2 Consumer Discretionary 7.54%
3 Industrials 6.05%
4 Healthcare 5.95%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$168K 0.08%
+99
227
$167K 0.08%
+708
228
$167K 0.08%
+2,712
229
$167K 0.08%
+3,620
230
$166K 0.08%
+794
231
$163K 0.08%
+6,228
232
$163K 0.08%
+351
233
$163K 0.08%
+1,231
234
$161K 0.08%
+2,837
235
$161K 0.08%
+1,182
236
$161K 0.08%
+4,970
237
$160K 0.08%
+2,424
238
$160K 0.08%
+1,916
239
$159K 0.08%
+2,026
240
$159K 0.08%
+3,021
241
$158K 0.08%
+36,528
242
$158K 0.08%
+1,117
243
$157K 0.08%
+1,180
244
$156K 0.08%
+1,511
245
$156K 0.08%
+116
246
$155K 0.08%
+6,354
247
$154K 0.08%
+2,564
248
$153K 0.08%
+526
249
$152K 0.08%
+2,931
250
$151K 0.08%
+6,352