FAG

Fortitude Advisory Group Portfolio holdings

AUM $186M
1-Year Est. Return 31.67%
This Quarter Est. Return
1 Year Est. Return
+31.67%
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
776
$24K 0.01%
+105
777
$24K 0.01%
+1,273
778
$24K 0.01%
+213
779
$24K 0.01%
+459
780
$24K 0.01%
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781
$24K 0.01%
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782
$24K 0.01%
+1,113
783
$24K 0.01%
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784
$24K 0.01%
+336
785
$24K 0.01%
+257
786
$24K 0.01%
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787
$24K 0.01%
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788
$24K 0.01%
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789
$23K 0.01%
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790
$23K 0.01%
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791
$23K 0.01%
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792
$23K 0.01%
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793
$23K 0.01%
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$23K 0.01%
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798
$23K 0.01%
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$23K 0.01%
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800
$23K 0.01%
+235
30 31
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