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
1426
$1K ﹤0.01%
+50
1427
$1K ﹤0.01%
+22
1428
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+4
1429
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+38
1430
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+45
1431
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+167
1432
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+15
1433
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+25
1434
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+78
1435
$1K ﹤0.01%
+575
1436
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+6
1437
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+199
1438
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+100
1439
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+50
1440
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+22
1441
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+7
1442
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+7
1443
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+133
1444
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+12
1445
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+16
1446
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+15
1447
$1K ﹤0.01%
+50
1448
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+32
1449
$1K ﹤0.01%
+900
1450
$1K ﹤0.01%
+233