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
1276
$3K ﹤0.01%
+10
1277
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+160
1278
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+56
1279
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+161
1282
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+110
1283
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+80
1284
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+44
1285
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+185
1286
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+70
1287
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+192
1288
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+24
1289
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1290
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+458
1291
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+30
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+100
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+162
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+108
1295
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+114
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+136
1297
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+20
1298
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+39
1299
$3K ﹤0.01%
+94
1300
$3K ﹤0.01%
+152