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
426
$73K 0.04%
+468
427
$72K 0.04%
+1,202
428
$72K 0.04%
+11,521
429
$72K 0.04%
+1,010
430
$71K 0.04%
+654
431
$71K 0.04%
+831
432
$71K 0.04%
+1,174
433
$71K 0.04%
+506
434
$71K 0.04%
+1,007
435
$71K 0.04%
+5,040
436
$70K 0.04%
+317
437
$69K 0.03%
+3,145
438
$69K 0.03%
+400
439
$69K 0.03%
+278
440
$69K 0.03%
+7,116
441
$68K 0.03%
+223
442
$68K 0.03%
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443
$68K 0.03%
+835
444
$68K 0.03%
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445
$68K 0.03%
+15,874
446
$68K 0.03%
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447
$67K 0.03%
+3,184
448
$67K 0.03%
+1,802
449
$67K 0.03%
+1,231
450
$66K 0.03%
+640
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