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
826
$21K 0.01%
+2,056
827
$20K 0.01%
+1,200
828
$20K 0.01%
+314
829
$20K 0.01%
+77
830
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+140
831
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+180
832
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+128
833
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+129
834
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+120
835
$20K 0.01%
+419
836
$20K 0.01%
+250
837
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+250
838
$20K 0.01%
+1,500
839
$20K 0.01%
+273
840
$20K 0.01%
+301
841
$19K 0.01%
+2,191
842
$19K 0.01%
+721
843
$19K 0.01%
+300
844
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+250
845
$19K 0.01%
+1,209
846
$19K 0.01%
+511
847
$19K 0.01%
+1,230
848
$19K 0.01%
+76
849
$19K 0.01%
+152
850
$19K 0.01%
+85
32 33
34
35 36