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Home > Institutional Investor > Fortem Financial Group, Llc > Profile

Instuitional Investor - Fortem Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Fortem Financial Group, Llc
Portfolio Value $201,013,402
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 369,151 $9,361,669 4.65%
2.
Ishares Trust
 IEF 102,970 $8,447,659 4.2%
3.
Global X Fds
 222,235 $6,153,687 3.06%
4.
Nvidia Corp
 NVDA 11,527 $5,708,556 2.83%
5.
Spdr Series Trust
 90,690 $5,425,969 2.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)