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
876
$17K 0.01%
+835
877
$17K 0.01%
+558
878
$17K 0.01%
+194
879
$17K 0.01%
+1,000
880
$17K 0.01%
+79
881
$17K 0.01%
+128
882
$17K 0.01%
+138
883
$17K 0.01%
+405
884
$17K 0.01%
+96
885
$16K 0.01%
+671
886
$16K 0.01%
+150
887
$16K 0.01%
+2,579
888
$16K 0.01%
+42
889
$16K 0.01%
+1,017
890
$16K 0.01%
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891
$16K 0.01%
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892
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893
$16K 0.01%
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894
$16K 0.01%
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895
$16K 0.01%
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$16K 0.01%
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$16K 0.01%
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898
$15K 0.01%
+521
899
$15K 0.01%
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900
$15K 0.01%
+164
34 35
36
37 38