FAG
Fortitude Advisory Group Portfolio holdings
AUM
$175M
1-Year Return
25.36%
This Quarter Return
+7.83%
1 Year Return
+25.36%
3 Year Return
+103.57%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.79%
Holding
1,571
New
1,563
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$12.4M |
| 2 |
ABXB
Abacus Flexible Bond Leaders ETF
ABXB
|
+$11.4M |
| 3 |
Microsoft
MSFT
|
+$8.23M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.52M |
| 5 |
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% |
