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
251
$47K 0.02%
121
+10
252
$47K 0.02%
2,435
+780
253
$46.9K 0.02%
3,347
+847
254
$46.5K 0.02%
238
+222
255
$45.8K 0.02%
799
+145
256
$45.5K 0.02%
996
+545
257
$45.3K 0.02%
+1,541
258
$45.2K 0.02%
602
+276
259
$45.2K 0.02%
496
+135
260
$45K 0.02%
469
+290
261
$44.7K 0.02%
+500
262
$44.5K 0.02%
+3,323
263
$43.9K 0.02%
611
+346
264
$43.8K 0.02%
1,635
+18
265
$43.7K 0.02%
179
+157
266
$43.7K 0.02%
241
267
$43.5K 0.02%
5,540
268
$43.4K 0.02%
170
+26
269
$43.3K 0.02%
752
+659
270
$42.7K 0.02%
360
+200
271
$42.4K 0.02%
680
+616
272
$41.9K 0.02%
+930
273
$41.6K 0.02%
+1,017
274
$41.2K 0.02%
4,818
275
$40K 0.02%
28
+5
9 10
11
12 13