FPL
Fortress Private Ledger Portfolio holdings
AUM
$304M
1-Year Est. Return
46.98%
This Fund
S&P 500
1 Year Est. Return
+46.98%
AUM
$274M
AUM Growth
+$54.1M
(+25%)
Holding
205
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.94M | |
| 3 | +$1.38M | |
| 4 |
NVIDIA
NVDA
|
+$1.1M |
| 5 |
SPDR Gold Trust
GLD
|
+$811K |
Top Sells
| 1 | +$633K | |
| 2 | +$468K | |
| 3 | +$417K | |
| 4 |
Deere & Co
DE
|
+$397K |
| 5 |
FT Vest US Equity Buffer ETF December
FDEC
|
+$337K |
Sector Composition
| 1 | Technology | 40.27% |
| 2 | Financials | 8.97% |
| 3 | Industrials | 5.25% |
| 4 | Consumer Staples | 4.99% |
| 5 | Healthcare | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.78B
| $107K | 0.04% |
11,717
-6,498
|
|
||
202
Clover Health Investments
CLOV
$1.03B
| $61.8K | 0.02% |
20,200
|
|
||
|
203
Deere & Co
DE
$158B
| – | – |
-781
|
|
||
204
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
| – | – |
-7,337
|
|
||
205
Lowe's Companies
LOW
$134B
| – | – |
-926
|
|