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
751
$26K 0.01%
+576
752
$26K 0.01%
+1,432
753
$26K 0.01%
+767
754
$26K 0.01%
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755
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756
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757
$26K 0.01%
+300
758
$26K 0.01%
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759
$26K 0.01%
+1,139
760
$26K 0.01%
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761
$26K 0.01%
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762
$25K 0.01%
+1,661
763
$25K 0.01%
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764
$25K 0.01%
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765
$25K 0.01%
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766
$25K 0.01%
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767
$25K 0.01%
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768
$25K 0.01%
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769
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772
$25K 0.01%
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773
$25K 0.01%
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774
$25K 0.01%
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775
$24K 0.01%
+1,000
29 30
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