FFS
Fortress Financial Solutions Portfolio holdings
AUM
$79.7M
This Quarter Return
+10.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.7M
AUM Growth
+$79.7M
(+15%)
Cap. Flow
+$4.57M
Cap. Flow
% of AUM
5.74%
Top 10 Holdings %
Top 10 Hldgs %
62.17%
Holding
64
New
7
Increased
39
Reduced
14
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$257K |
| 2 |
UnitedHealth
UNH
|
$219K |
| 3 |
SPDR Gold Trust
GLD
|
$66.5K |
| 4 |
iShares Exponential Technologies ETF
XT
|
$45.2K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$22.2K |
Sector Composition
| 1 | Technology | 13.67% |
| 2 | Consumer Discretionary | 3.7% |
| 3 | Financials | 2.86% |
| 4 | Communication Services | 2.31% |
| 5 | Industrials | 2.29% |
