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
$115M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$511K
2 +$495K
3 +$335K
4
SBUX icon
Starbucks
SBUX
+$331K
5
AMD icon
Advanced Micro Devices
AMD
+$328K

Sector Composition

1 Technology 21.66%
2 Healthcare 7.51%
3 Consumer Discretionary 7.25%
4 Industrials 6.99%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-892
227
-10,200
228
-8,616
229
-1,758