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
1401
$1K ﹤0.01%
+25
1402
$1K ﹤0.01%
+120
1403
$1K ﹤0.01%
+47
1404
$1K ﹤0.01%
+25
1405
$1K ﹤0.01%
+46
1406
$1K ﹤0.01%
+68
1407
$1K ﹤0.01%
+33
1408
$1K ﹤0.01%
+22
1409
$1K ﹤0.01%
+264
1410
$1K ﹤0.01%
+5
1411
$1K ﹤0.01%
+100
1412
$1K ﹤0.01%
+39
1413
$1K ﹤0.01%
+8
1414
$1K ﹤0.01%
+18
1415
$1K ﹤0.01%
+88
1416
$1K ﹤0.01%
+17
1417
$1K ﹤0.01%
+72
1418
$1K ﹤0.01%
+500
1419
$1K ﹤0.01%
+33
1420
$1K ﹤0.01%
+2
1421
$1K ﹤0.01%
+145
1422
$1K ﹤0.01%
+91
1423
$1K ﹤0.01%
+22
1424
$1K ﹤0.01%
+50
1425
$1K ﹤0.01%
+14