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Fitz-Gerald Must Have Portfolio (FITZ) ETF Holdings & Analysis
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Track FITZ in your portfolio for free · Portfolio tracker
What FITZ does
The Fitz-Gerald Must Have Portfolio ETF (FITZ) is a strategically managed fund that takes a thematic approach to equity investing. It allocates capital to a focused selection of companies – those considered indispensable for the coming decade, specifically looking towards 2030. These enterprises are chosen for their strong potential to capitalize on significant, enduring structural transformations across various key global shifts, including digitalization, defense, distribution, dislocation, and diffusion.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Palantir Technologies Inc | 6.01% | |
| Crowdstrike Holdings Inc | 5.29% | |
| Apple Inc | 4.68% | |
| NVIDIA Corp | 4.59% | |
| Chevron Corp | 4.50% | |
| Eli Lilly & Co | 4.32% | |
| Advanced Micro Devices Inc | 4.29% | |
| JPMORGAN CHASE & CO. | 4.28% | |
| Walmart Inc | 4.26% | |
| Tesla Inc | 4.24% |
Geographic allocation
| United States | 95.74% |
| Other | 4.26% |
PortView Portfolio Insights
PortView analyzes how FITZ fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze FITZ in PortView →Related securities
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Frequently asked questions
- What does FITZ track?
- FITZ is the Fitz-Gerald Must Have Portfolio ETF, a Other ETF.
- What is the expense ratio of FITZ?
- Expense ratio data for FITZ is shown on the page when available from our data provider.
- What are the largest holdings in FITZ?
- Top holdings include PLTR, CRWD, AAPL, NVDA, CVX.
- How can PortView analyze FITZ overlap with other ETFs?
- PortView computes the holdings overlap between FITZ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.