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
1076
$8K ﹤0.01%
+25
1077
$8K ﹤0.01%
+1,529
1078
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+28
1079
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+300
1080
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1081
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1082
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+24
1083
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+126
1084
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+187
1085
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+24
1086
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+962
1087
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+253
1089
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+145
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1095
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+60
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+544
1097
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+713
1098
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+350
1099
$7K ﹤0.01%
+59
1100
$7K ﹤0.01%
+300