FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CAH icon
226
Cardinal Health
CAH
$46.9B
$53K 0.01%
251
+39
RIVN icon
227
Rivian
RIVN
$22B
$53K 0.01%
3,524
+240
PANW icon
228
Palo Alto Networks
PANW
$146B
$52.7K 0.01%
329
-83
INTC icon
229
Intel
INTC
$329B
$52.6K 0.01%
1,193
-3,782
NEM icon
230
Newmont
NEM
$121B
$52.6K 0.01%
486
+234
MET icon
231
MetLife
MET
$50.2B
$52.3K 0.01%
739
+129
AIG icon
232
American International
AIG
$40.5B
$52.2K 0.01%
694
+125
GLW icon
233
Corning
GLW
$145B
$51.8K 0.01%
381
+218
CNI icon
234
Canadian National Railway
CNI
$67B
$51.4K 0.01%
500
EOG icon
235
EOG Resources
EOG
$71.2B
$50.9K 0.01%
352
+125
TTWO icon
236
Take-Two Interactive
TTWO
$40.2B
$50.2K 0.01%
254
-28
PAA icon
237
Plains All American Pipeline
PAA
$15B
$49.8K 0.01%
2,232
GEV icon
238
GE Vernova
GEV
$299B
$49.8K 0.01%
57
-5
FIX icon
239
Comfort Systems
FIX
$59.9B
$48.3K 0.01%
35
+18
WM icon
240
Waste Management
WM
$90.2B
$47.8K 0.01%
208
+81
EPD icon
241
Enterprise Products Partners
EPD
$81.6B
$47.4K 0.01%
1,254
GLD icon
242
SPDR Gold Trust
GLD
$160B
$46.9K 0.01%
109
-41
UBER icon
243
Uber
UBER
$154B
$46.8K 0.01%
650
-472
ENTG icon
244
Entegris
ENTG
$22.6B
$46.7K 0.01%
398
+17
APP icon
245
Applovin
APP
$160B
$46.2K 0.01%
116
+55
ROST icon
246
Ross Stores
ROST
$73.5B
$46.1K 0.01%
213
+103
CFG icon
247
Citizens Financial Group
CFG
$27.9B
$45.9K 0.01%
766
+56
HWM icon
248
Howmet Aerospace
HWM
$94.9B
$45.9K 0.01%
199
+71
APA icon
249
APA Corp
APA
$13.4B
$45.8K 0.01%
1,080
+122
AEE icon
250
Ameren
AEE
$30.1B
$45.4K 0.01%
413
+74