FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48.3K 0.02%
+491
252
$48.2K 0.02%
2,661
253
$47.7K 0.02%
108
+90
254
$47.5K 0.02%
4,380
-312
255
$47.5K 0.02%
+703
256
$46.1K 0.02%
171
+27
257
$45.6K 0.02%
30
+2
258
$44.9K 0.01%
292
-5
259
$44.7K 0.01%
113
-17
260
$44K 0.01%
1,040
+250
261
$43.8K 0.01%
254
-87
262
$43.7K 0.01%
823
+23
263
$43.3K 0.01%
4,188
264
$43.3K 0.01%
751
-1,185
265
$43.2K 0.01%
769
-181
266
$42.8K 0.01%
1,646
-174
267
$42.6K 0.01%
41
268
$42.4K 0.01%
454
-124
269
$40.9K 0.01%
2,232
270
$40.9K 0.01%
635
+19
271
$40.1K 0.01%
247
+16
272
$39.9K 0.01%
295
273
$39.5K 0.01%
712
-136
274
$39.2K 0.01%
480
-16
275
$38.7K 0.01%
4,000
-16,718
9 10
11
12 13