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
1301
$3K ﹤0.01%
+300
1302
$3K ﹤0.01%
+100
1303
$3K ﹤0.01%
+30
1304
$3K ﹤0.01%
+147
1305
$3K ﹤0.01%
+1,057
1306
$3K ﹤0.01%
+100
1307
$2K ﹤0.01%
+596
1308
$2K ﹤0.01%
+32
1309
$2K ﹤0.01%
+71
1310
$2K ﹤0.01%
+76
1311
$2K ﹤0.01%
+60
1312
$2K ﹤0.01%
+390
1313
$2K ﹤0.01%
+19
1314
$2K ﹤0.01%
+46
1315
$2K ﹤0.01%
+200
1316
$2K ﹤0.01%
+950
1317
$2K ﹤0.01%
+35
1318
$2K ﹤0.01%
+30
1319
$2K ﹤0.01%
+52
1320
$2K ﹤0.01%
+111
1321
$2K ﹤0.01%
+18
1322
$2K ﹤0.01%
+31
1323
$2K ﹤0.01%
+32
1324
$2K ﹤0.01%
+3
1325
$2K ﹤0.01%
+108
51 52
53
54 55