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
251
$27K 0.02%
+1,056
252
$26.8K 0.02%
+774
253
$26.8K 0.02%
+132
254
$26.5K 0.02%
+1,130
255
$26.4K 0.02%
+226
256
$26.4K 0.02%
+592
257
$26.4K 0.02%
+5,837
258
$26.3K 0.02%
+274
259
$25.9K 0.02%
+2,156
260
$25K 0.02%
+500
261
$25K 0.02%
+43
262
$24.8K 0.02%
+301
263
$24.5K 0.02%
+297
264
$24.2K 0.02%
+641
265
$24.2K 0.02%
+30
266
$24.1K 0.02%
+463
267
$24K 0.02%
+29
268
$23.9K 0.02%
+304
269
$23.8K 0.02%
+180
270
$23.6K 0.02%
+2,000
271
$23.6K 0.02%
+70
272
$23.3K 0.02%
+396
273
$23.3K 0.02%
+130
274
$23.2K 0.02%
+189
275
$23.2K 0.02%
+174