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
951
$13K 0.01%
+193
952
$13K 0.01%
+200
953
$13K 0.01%
+333
954
$13K 0.01%
+618
955
$13K 0.01%
+3,125
956
$13K 0.01%
+1,978
957
$13K 0.01%
+50
958
$13K 0.01%
+123
959
$13K 0.01%
+219
960
$13K 0.01%
+44
961
$13K 0.01%
+125
962
$13K 0.01%
+887
963
$13K 0.01%
+1,098
964
$13K 0.01%
+377
965
$12K 0.01%
+600
966
$12K 0.01%
+174
967
$12K 0.01%
+237
968
$12K 0.01%
+151
969
$12K 0.01%
+25
970
$12K 0.01%
+328
971
$12K 0.01%
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972
$12K 0.01%
+550
973
$12K 0.01%
+661
974
$12K 0.01%
+154
975
$12K 0.01%
+440
37 38
39
40 41