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
1251
$3K ﹤0.01%
+97
1252
$3K ﹤0.01%
+230
1253
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+500
1254
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+75
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+66
1256
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+110
1257
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+50
1258
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+125
1259
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+87
1260
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+82
1261
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+155
1262
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+100
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+25
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+28
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+150
1266
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+69
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+124
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+31
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+18
1270
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+24
1271
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+20
1272
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+413
1273
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+84
1274
$3K ﹤0.01%
+118
1275
$3K ﹤0.01%
+10