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
1326
$2K ﹤0.01%
+60
1327
$2K ﹤0.01%
+390
1328
$2K ﹤0.01%
+19
1329
$2K ﹤0.01%
+46
1330
$2K ﹤0.01%
+200
1331
$2K ﹤0.01%
+950
1332
$2K ﹤0.01%
+35
1333
$2K ﹤0.01%
+30
1334
$2K ﹤0.01%
+32
1335
$2K ﹤0.01%
+39
1336
$2K ﹤0.01%
+667
1337
$2K ﹤0.01%
+109
1338
$2K ﹤0.01%
+100
1339
$2K ﹤0.01%
+22
1340
$2K ﹤0.01%
+100
1341
$2K ﹤0.01%
+253
1342
$2K ﹤0.01%
+25
1343
$2K ﹤0.01%
+35
1344
$2K ﹤0.01%
+78
1345
$2K ﹤0.01%
+19
1346
$2K ﹤0.01%
+25
1347
$2K ﹤0.01%
+30
1348
$2K ﹤0.01%
+32
1349
$2K ﹤0.01%
+9
1350
$2K ﹤0.01%
+17
52 53
54
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