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
376
$86K 0.04%
+3,221
377
$86K 0.04%
+8,801
378
$86K 0.04%
+924
379
$86K 0.04%
+1,034
380
$85K 0.04%
+365
381
$85K 0.04%
+310
382
$85K 0.04%
+290
383
$84K 0.04%
+786
384
$83K 0.04%
+480
385
$83K 0.04%
+193
386
$83K 0.04%
+5,760
387
$83K 0.04%
+899
388
$83K 0.04%
+243
389
$82K 0.04%
+332
390
$82K 0.04%
+3,533
391
$81K 0.04%
+1,512
392
$81K 0.04%
+3,600
393
$81K 0.04%
+837
394
$81K 0.04%
+4,320
395
$81K 0.04%
+1,380
396
$81K 0.04%
+1,006
397
$80K 0.04%
+632
398
$80K 0.04%
+274
399
$80K 0.04%
+542
400
$79K 0.04%
+887
14 15
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