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
1376
$2K ﹤0.01%
+28
1377
$2K ﹤0.01%
+67
1378
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+56
1379
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+126
1380
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+50
1381
$1K ﹤0.01%
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1382
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+25
1383
$1K ﹤0.01%
+34
1384
$1K ﹤0.01%
+19
1385
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+19
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+316
1387
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+160
1389
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+18
1390
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+32
1391
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+44
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+28
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+25
1395
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+120
1396
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+47
1397
$1K ﹤0.01%
+25
1398
$1K ﹤0.01%
+46
1399
$1K ﹤0.01%
+68
1400
$1K ﹤0.01%
+33
54 55
56
57 58