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
251
$42.6K 0.02%
1,493
-404
252
$42.6K 0.02%
422
-59
253
$42.3K 0.02%
360
254
$42.1K 0.02%
578
-217
255
$41.4K 0.01%
218
256
$41.3K 0.01%
433
-3
257
$40.8K 0.01%
121
258
$40.8K 0.01%
399
259
$40.5K 0.01%
41
-9
260
$40.3K 0.01%
152
261
$39.8K 0.01%
135
262
$39.5K 0.01%
3,174
263
$39.3K 0.01%
694
264
$39.1K 0.01%
418
+2
265
$39K 0.01%
93
266
$38.8K 0.01%
657
+2
267
$38.7K 0.01%
28
268
$38.6K 0.01%
1,239
269
$38.4K 0.01%
341
270
$38.3K 0.01%
145
271
$37.8K 0.01%
156
272
$37.3K 0.01%
77
273
$36.6K 0.01%
641
274
$36.6K 0.01%
456
-169
275
$36.6K 0.01%
19
9 10
11
12 13