FAG

Fortitude Advisory Group Portfolio holdings

AUM $222M
1-Year Est. Return 33.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.11M
3
+$1.07M
4
AZ icon
A2Z Smart Technologies
AZ
+$833K
5
AMZN icon
Amazon
AMZN
+$736K

Top Sells

1
+$6.35M
2
+$2.9M
3
+$1.48M
4
SOUN icon
SoundHound AI
SOUN
+$1.15M
5
ALAB icon
Astera Labs
ALAB
+$927K

Sector Composition

1 Technology 28.6%
2 Industrials 7.37%
3 Financials 6.4%
4 Consumer Discretionary 5.82%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.7K 0.01%
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