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
276
$36.5K 0.01%
144
277
$36.3K 0.01%
325
-113
278
$36K 0.01%
295
279
$35.9K 0.01%
426
+122
280
$35.9K 0.01%
490
-5
281
$35.8K 0.01%
182
282
$35.7K 0.01%
174
283
$35.6K 0.01%
366
284
$35.6K 0.01%
595
-401
285
$35.3K 0.01%
404
-10
286
$35.1K 0.01%
848
-304
287
$34.6K 0.01%
94
288
$34.6K 0.01%
800
289
$34.2K 0.01%
54
290
$34.2K 0.01%
1,000
291
$33.6K 0.01%
302
292
$33.2K 0.01%
322
293
$33.2K 0.01%
106
294
$33.1K 0.01%
322
295
$33K 0.01%
199
-136
296
$32.9K 0.01%
1,054
-122
297
$32.8K 0.01%
266
298
$32.6K 0.01%
708
299
$32.6K 0.01%
2,597
300
$32.6K 0.01%
790
10 11
12
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