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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.7K 0.02%
5,816
227
$49.6K 0.02%
570
228
$49.5K 0.02%
2,661
-2,199
229
$49.2K 0.02%
496
230
$48.4K 0.02%
130
-19
231
$48.4K 0.02%
103
232
$48.3K 0.02%
101
233
$47.8K 0.02%
775
234
$47.7K 0.02%
950
235
$47.6K 0.02%
236
-424
236
$47.3K 0.02%
604
237
$47.1K 0.02%
4,692
-303
238
$47K 0.02%
154
239
$46.6K 0.02%
94
-18
240
$46.2K 0.02%
1,820
-485
241
$45.5K 0.02%
297
242
$45.1K 0.02%
193
-19
243
$44.9K 0.02%
4,188
244
$44.6K 0.02%
2,232
+42
245
$44.5K 0.02%
500
246
$44K 0.02%
1,654
+8
247
$43.5K 0.02%
598
248
$43.2K 0.02%
246
-160
249
$43.1K 0.02%
550
250
$42.8K 0.02%
616
8 9
10
11 12