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
1326
$2K ﹤0.01%
+100
1327
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+121
1328
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+126
1329
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+68
1330
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+30
1331
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+141
1332
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+133
1333
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+8
1334
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+73
1335
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+50
1336
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+39
1337
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+667
1338
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+109
1339
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+100
1340
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+22
1341
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+100
1342
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+253
1343
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+25
1344
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+35
1345
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+78
1346
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+19
1347
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+25
1348
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+30
1349
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+32
1350
$2K ﹤0.01%
+9
52 53
54
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