FAG

Fortitude Advisory Group Portfolio holdings

AUM $235M
1-Year Est. Return 26.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.55%
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 +$11.4M
2 +$11.1M
3 +$7.94M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.3M
5
AMZN icon
Amazon
AMZN
+$6.11M

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
1401
$1K ﹤0.01%
+32
1402
$1K ﹤0.01%
+44
1403
$1K ﹤0.01%
+28
1404
$1K ﹤0.01%
+50
1405
$1K ﹤0.01%
+25
1406
$1K ﹤0.01%
+120
1407
$1K ﹤0.01%
+47
1408
$1K ﹤0.01%
+25
1409
$1K ﹤0.01%
+46
1410
$1K ﹤0.01%
+68
1411
$1K ﹤0.01%
+33
1412
$1K ﹤0.01%
+22
1413
$1K ﹤0.01%
+264
1414
$1K ﹤0.01%
+900
1415
$1K ﹤0.01%
+233
1416
$1K ﹤0.01%
+22
1417
$1K ﹤0.01%
+71
1418
$1K ﹤0.01%
+25
1419
$1K ﹤0.01%
+68
1420
$1K ﹤0.01%
+22
1421
$1K ﹤0.01%
+29
1422
$1K ﹤0.01%
+107
1423
$1K ﹤0.01%
+433
1424
$1K ﹤0.01%
+14
1425
$1K ﹤0.01%
+18