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FAG

Fortitude Advisory Group Portfolio holdings

AUM $222M
1-Year Est. Return 33.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.23%
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
+$11.4M
2
+$11.1M
3
+$7.94M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.3M
5
AMZN icon
Amazon
AMZN
+$6.11M

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
1226
$4K ﹤0.01%
+42
1227
$4K ﹤0.01%
+35
1228
$4K ﹤0.01%
+28
1229
– –
0
1230
$4K ﹤0.01%
+40
1231
$4K ﹤0.01%
+170
1232
$4K ﹤0.01%
+89
1233
$4K ﹤0.01%
+35
1234
$4K ﹤0.01%
+250
1235
$4K ﹤0.01%
+174
1236
$4K ﹤0.01%
+33
1237
$4K ﹤0.01%
+890
1238
$4K ﹤0.01%
+84
1239
$4K ﹤0.01%
+15
1240
$4K ﹤0.01%
+14
1241
$4K ﹤0.01%
+248
1242
$4K ﹤0.01%
+464
1243
$4K ﹤0.01%
+121
1244
$4K ﹤0.01%
+420
1245
$4K ﹤0.01%
+88
1246
$4K ﹤0.01%
+372
1247
$4K ﹤0.01%
+100
1248
$4K ﹤0.01%
+50
1249
$3K ﹤0.01%
+525
1250
$3K ﹤0.01%
+254
48 49
50
51 52