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
1101
$7K ﹤0.01%
+140
1102
$7K ﹤0.01%
+860
1103
$7K ﹤0.01%
+44
1104
$7K ﹤0.01%
+59
1105
$7K ﹤0.01%
+300
1106
$7K ﹤0.01%
+428
1107
$7K ﹤0.01%
+205
1108
$7K ﹤0.01%
+704
1109
$7K ﹤0.01%
+110
1110
$7K ﹤0.01%
+1,500
1111
$7K ﹤0.01%
+154
1112
$7K ﹤0.01%
+5
1113
$7K ﹤0.01%
+54
1114
$7K ﹤0.01%
+346
1115
$7K ﹤0.01%
+77
1116
$7K ﹤0.01%
+31
1117
$7K ﹤0.01%
+468
1118
$7K ﹤0.01%
+150
1119
$7K ﹤0.01%
+232
1120
$7K ﹤0.01%
+205
1121
$7K ﹤0.01%
+47
1122
$7K ﹤0.01%
+151
1123
$6K ﹤0.01%
+56
1124
$6K ﹤0.01%
+48
1125
$6K ﹤0.01%
+300