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
976
$12K 0.01%
+518
977
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978
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979
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981
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982
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983
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984
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+1,344
985
$11K 0.01%
+158
986
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987
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988
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989
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990
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991
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992
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993
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994
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995
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998
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+1,000
999
$11K 0.01%
+641
1000
$11K 0.01%
+54
38 39
40
41 42