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
276
$38.4K 0.01%
3,580
+162
277
$37.8K 0.01%
358
-7
278
$37.8K 0.01%
286
-66
279
$37.7K 0.01%
141
-4
280
$37.7K 0.01%
21
+2
281
$37.7K 0.01%
155
-1
282
$37.5K 0.01%
306
-45
283
$37.5K 0.01%
597
+2
284
$37.1K 0.01%
10
+2
285
$36.9K 0.01%
163
-36
286
$36.8K 0.01%
91
-2
287
$36.4K 0.01%
641
288
$36.4K 0.01%
368
+46
289
$35.5K 0.01%
2,500
290
$35.4K 0.01%
135
+3
291
$35.3K 0.01%
210
+24
292
$34.8K 0.01%
113
+12
293
$34.2K 0.01%
84
-19
294
$34.1K 0.01%
67
+4
295
$34.1K 0.01%
694
296
$33.5K 0.01%
1,140
-353
297
$33.3K 0.01%
65
+6
298
$33.1K 0.01%
3,030
+1,000
299
$33.1K 0.01%
1,035
-204
300
$32.9K 0.01%
343
+294
10 11
12
13 14