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
901
$15K 0.01%
+400
902
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+175
903
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904
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905
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906
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907
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908
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909
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+781
910
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911
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+1,152
912
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+1,500
913
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+670
914
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915
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916
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917
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919
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920
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921
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922
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923
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924
$14K 0.01%
+429
925
$14K 0.01%
+156
35 36
37
38 39