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
1351
$2K ﹤0.01%
+17
1352
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+17
1353
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+86
1354
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+37
1355
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1356
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+30
1357
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+4
1358
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+80
1359
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+5
1360
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+13
1361
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+25
1362
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+54
1364
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+28
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+100
1366
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+36
1367
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+242
1368
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+180
1369
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+100
1370
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+58
1371
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+39
1372
$2K ﹤0.01%
+288
1373
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+101
1374
$2K ﹤0.01%
+24
1375
$2K ﹤0.01%
+20
53 54
55
56 57