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
526
$52K 0.03%
+333
527
$52K 0.03%
+445
528
$52K 0.03%
+890
529
$51K 0.03%
+1,154
530
$51K 0.03%
+1,424
531
$51K 0.03%
+1,206
532
$51K 0.03%
+440
533
$51K 0.03%
+162
534
$50K 0.03%
+436
535
$50K 0.03%
+1,000
536
$50K 0.03%
+875
537
$50K 0.03%
+282
538
$50K 0.03%
+310
539
$49K 0.02%
+203
540
$49K 0.02%
+450
541
$49K 0.02%
+550
542
$49K 0.02%
+241
543
$49K 0.02%
+560
544
$49K 0.02%
+655
545
$49K 0.02%
+106
546
$49K 0.02%
+82
547
$48K 0.02%
+400
548
$48K 0.02%
+749
549
$48K 0.02%
+591
550
$48K 0.02%
+640