FFO

Fortitude Family Office Portfolio holdings

AUM $370M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$32K 0.02%
+700
227
$31.7K 0.02%
+2,760
228
$31.3K 0.02%
+1,655
229
$30.8K 0.02%
+433
230
$30.7K 0.02%
+35
231
$30.5K 0.02%
+394
232
$29.7K 0.02%
+73
233
$29.4K 0.02%
+363
234
$29.4K 0.02%
+206
235
$29.1K 0.02%
+132,744
236
$29K 0.02%
+322
237
$28.8K 0.02%
+332
238
$28.8K 0.02%
+372
239
$28.8K 0.02%
+175
240
$28.7K 0.02%
+96
241
$28.6K 0.02%
+144
242
$28.2K 0.02%
+182
243
$27.9K 0.02%
+331
244
$27.9K 0.02%
+217
245
$27.7K 0.02%
+105
246
$27.6K 0.02%
+208
247
$27.5K 0.02%
+101
248
$27.5K 0.02%
+506
249
$27.3K 0.02%
+418
250
$27.3K 0.02%
+209