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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.7K 0.02%
950
227
$54.5K 0.02%
800
228
$54.1K 0.02%
5,816
+2,316
229
$53.9K 0.02%
113
-30
230
$53.8K 0.02%
149
-9
231
$53K 0.02%
438
+174
232
$52.8K 0.02%
412
+3
233
$52.7K 0.02%
104
+20
234
$52.4K 0.02%
1,179
+24
235
$52.3K 0.02%
1,100
236
$52.3K 0.02%
+215
237
$52K 0.02%
501
-2,550
238
$51.9K 0.02%
50
+14
239
$51.7K 0.02%
322
+23
240
$51.7K 0.02%
616
241
$51.3K 0.02%
7,404
242
$51K 0.02%
1,034
+16
243
$50.5K 0.02%
550
-600
244
$49.9K 0.02%
+510
245
$49K 0.02%
600
-30
246
$48.5K 0.02%
1,300
+315
247
$48.2K 0.02%
+4,188
248
$47.5K 0.02%
2,735
+50
249
$47.3K 0.02%
+363
250
$47.1K 0.02%
+1,600
8 9
10
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