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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$23K 0.02%
+96
277
$23K 0.02%
+237
278
$22.9K 0.02%
+139
279
$22.9K 0.02%
+1,235
280
$22.9K 0.02%
+282
281
$22.7K 0.02%
+3,000
282
$22.5K 0.02%
+698
283
$21.8K 0.02%
+225
284
$21.4K 0.02%
+305
285
$21.4K 0.02%
+1,035
286
$21.4K 0.02%
+660
287
$21.3K 0.02%
+112
288
$21.3K 0.02%
+114
289
$21.2K 0.02%
+28
290
$21.2K 0.02%
+2,794
291
$21K 0.02%
+3
292
$20.9K 0.02%
+1,536
293
$20.9K 0.02%
+198
294
$20.8K 0.02%
+406
295
$20.7K 0.02%
+159
296
$20.7K 0.02%
+286
297
$20.6K 0.02%
+296
298
$20.4K 0.02%
+197
299
$20.4K 0.02%
+176
300
$20.3K 0.02%
+60