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
326
$106K 0.05%
+1,242
327
$105K 0.05%
+426
328
$105K 0.05%
+4,607
329
$104K 0.05%
+22,542
330
$104K 0.05%
+6,272
331
$103K 0.05%
+5,820
332
$103K 0.05%
+2,369
333
$102K 0.05%
+911
334
$101K 0.05%
+536
335
$101K 0.05%
+378
336
$101K 0.05%
+305
337
$100K 0.05%
+2,290
338
$100K 0.05%
+3,097
339
$100K 0.05%
+1,157
340
$100K 0.05%
+3,802
341
$100K 0.05%
+2,622
342
$98K 0.05%
+3,629
343
$97K 0.05%
+1,749
344
$97K 0.05%
+1,268
345
$97K 0.05%
+6,287
346
$96K 0.05%
+1,515
347
$96K 0.05%
+587
348
$95K 0.05%
+4,312
349
$95K 0.05%
+2,659
350
$94K 0.05%
+868