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
551
$48K 0.02%
+1,531
552
$48K 0.02%
+933
553
$47K 0.02%
+248
554
$47K 0.02%
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555
$47K 0.02%
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556
$47K 0.02%
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557
$46K 0.02%
+3,425
558
$46K 0.02%
+1,455
559
$46K 0.02%
+460
560
$46K 0.02%
+204
561
$46K 0.02%
+495
562
$46K 0.02%
+435
563
$46K 0.02%
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564
$45K 0.02%
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565
$45K 0.02%
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566
$45K 0.02%
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567
$45K 0.02%
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$45K 0.02%
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569
$45K 0.02%
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570
$44K 0.02%
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572
$44K 0.02%
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573
$44K 0.02%
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574
$44K 0.02%
+1,400
575
$44K 0.02%
+1,081