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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.1K 0.02%
641
+219
252
$24K 0.02%
139
253
$23.2K 0.02%
296
254
$23K 0.02%
4,818
255
$23K 0.02%
114
256
$22.9K 0.02%
3,000
257
$22.9K 0.02%
199
+1
258
$22.8K 0.02%
284
+2
259
$22.6K 0.02%
+2,741
260
$22.6K 0.02%
264
261
$22.2K 0.01%
75
-96
262
$22.2K 0.01%
356
+132
263
$21.8K 0.01%
157
+14
264
$21.8K 0.01%
228
265
$21.6K 0.01%
176
-211
266
$21.5K 0.01%
672
-26
267
$21.1K 0.01%
226
+35
268
$20.9K 0.01%
176
269
$20.9K 0.01%
97
+9
270
$20.7K 0.01%
62
271
$20.6K 0.01%
85
-67
272
$20.6K 0.01%
36
273
$20.5K 0.01%
352
274
$20.4K 0.01%
68
275
$20.2K 0.01%
139
9 10
11
12 13