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
601
$39K 0.02%
+720
602
$39K 0.02%
+1,171
603
$39K 0.02%
+373
604
$39K 0.02%
+612
605
$39K 0.02%
+234
606
$39K 0.02%
+820
607
$39K 0.02%
+330
608
$39K 0.02%
+647
609
$39K 0.02%
+457
610
$39K 0.02%
+1,288
611
$39K 0.02%
+608
612
$38K 0.02%
+250
613
$38K 0.02%
+326
614
$38K 0.02%
+452
615
$38K 0.02%
+538
616
$38K 0.02%
+129
617
$38K 0.02%
+421
618
$38K 0.02%
+212
619
$38K 0.02%
+353
620
$38K 0.02%
+672
621
$38K 0.02%
+454
622
$38K 0.02%
+417
623
$38K 0.02%
+1,374
624
$38K 0.02%
+146
625
$38K 0.02%
+182