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
1201
$4K ﹤0.01%
+15
1202
$4K ﹤0.01%
+261
1203
$4K ﹤0.01%
+29
1204
$4K ﹤0.01%
+202
1205
$4K ﹤0.01%
+59
1206
$4K ﹤0.01%
+27
1207
$4K ﹤0.01%
+21
1208
$4K ﹤0.01%
+195
1209
$4K ﹤0.01%
+50
1210
$4K ﹤0.01%
+500
1211
$4K ﹤0.01%
+16
1212
$4K ﹤0.01%
+50
1213
$4K ﹤0.01%
+52
1214
$4K ﹤0.01%
+265
1215
$4K ﹤0.01%
+52
1216
$4K ﹤0.01%
+94
1217
$4K ﹤0.01%
+246
1218
$4K ﹤0.01%
+50
1219
$4K ﹤0.01%
+1,370
1220
$4K ﹤0.01%
+25
1221
$4K ﹤0.01%
+158
1222
$4K ﹤0.01%
+301
1223
$4K ﹤0.01%
+282
1224
$4K ﹤0.01%
+93
1225
$4K ﹤0.01%
+61