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
$128M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$513K
3
+$350K
4
SH icon
ProShares Short S&P500
SH
+$349K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$259K

Top Sells

1
+$386K
2
+$299K
3
+$288K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$240K
5
INTC icon
Intel
INTC
+$231K

Sector Composition

1 Technology 25.19%
2 Consumer Discretionary 7.23%
3 Industrials 6.38%
4 Healthcare 6.11%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-8,758
227
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228
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0
229
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-10,654
230
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-3,570
231
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-1,134
232
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-4,805
233
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0
234
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0
235
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-10,836
6 7 8 9
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