FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CIEN icon
276
Ciena
CIEN
$69.3B
$38.8K 0.01%
100
+57
STX icon
277
Seagate
STX
$129B
$38.8K 0.01%
99
+49
CW icon
278
Curtiss-Wright
CW
$26.1B
$38.1K 0.01%
56
+17
DIS icon
279
Walt Disney
DIS
$185B
$38.1K 0.01%
395
-2,102
HAL icon
280
Halliburton
HAL
$32.6B
$38K 0.01%
975
+281
WWD icon
281
Woodward
WWD
$21.6B
$37.9K 0.01%
106
+26
TPR icon
282
Tapestry
TPR
$29.9B
$37.8K 0.01%
268
+67
SYK icon
283
Stryker
SYK
$127B
$37.8K 0.01%
115
+29
RCL icon
284
Royal Caribbean
RCL
$71.4B
$37.7K 0.01%
137
-36
SONY icon
285
Sony
SONY
$123B
$37.5K 0.01%
1,810
-185
KWEB icon
286
KraneShares CSI China Internet ETF
KWEB
$6.34B
$37.2K 0.01%
1,310
TDG icon
287
TransDigm Group
TDG
$66.8B
$37.1K 0.01%
32
+1
EXC icon
288
Exelon
EXC
$47.2B
$37.1K 0.01%
756
+296
ASML icon
289
ASML
ASML
$566B
$37K 0.01%
28
-4
LNG icon
290
Cheniere Energy
LNG
$54B
$36.9K 0.01%
130
+79
ONDS icon
291
Ondas Inc
ONDS
$5.25B
$36.8K 0.01%
+4,071
AER icon
292
AerCap
AER
$22.7B
$36.6K 0.01%
267
PGR icon
293
Progressive
PGR
$119B
$36.5K 0.01%
184
-393
LHX icon
294
L3Harris
LHX
$62B
$36.2K 0.01%
105
+39
ITW icon
295
Illinois Tool Works
ITW
$77B
$35.7K 0.01%
137
+50
PKG icon
296
Packaging Corp of America
PKG
$18.1B
$35.7K 0.01%
168
+43
MFC icon
297
Manulife Financial
MFC
$63.6B
$35.6K 0.01%
1,035
CVS icon
298
CVS Health
CVS
$98.9B
$35.4K 0.01%
493
+195
MRSH
299
Marsh
MRSH
$84.6B
$35K 0.01%
202
+84
ESGU icon
300
iShares ESG Aware MSCI USA ETF
ESGU
$16.3B
$34.9K 0.01%
247