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
276
$39.8K 0.02%
2,535
+55
277
$39.2K 0.02%
654
+2
278
$39.2K 0.02%
47
+15
279
$38.8K 0.02%
12,546
280
$38.7K 0.02%
171
+133
281
$38.3K 0.02%
1,110
+336
282
$38.1K 0.02%
641
-10
283
$38.1K 0.02%
444
+239
284
$38K 0.02%
149
-129
285
$38K 0.02%
472
+120
286
$38K 0.02%
+1,000
287
$37.9K 0.02%
1,104
+967
288
$37.8K 0.02%
+414
289
$37.4K 0.01%
314
290
$37.3K 0.01%
+858
291
$37.2K 0.01%
295
292
$37.2K 0.01%
+559
293
$37K 0.01%
289
+78
294
$36.8K 0.01%
320
+267
295
$36.7K 0.01%
858
+678
296
$36.4K 0.01%
694
297
$36.3K 0.01%
129
+106
298
$36.2K 0.01%
558
+169
299
$36.1K 0.01%
366
300
$35.1K 0.01%
+865
10 11
12
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