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
301
$20.3K 0.02%
+660
302
$20.2K 0.02%
+352
303
$20.2K 0.02%
+52
304
$19.6K 0.01%
+178
305
$19.5K 0.01%
+4,818
306
$19.5K 0.01%
+139
307
$19.3K 0.01%
+139
308
$19.2K 0.01%
+46
309
$19.2K 0.01%
+264
310
$19.2K 0.01%
+206
311
$19K 0.01%
+109
312
$18.7K 0.01%
+197
313
$18.7K 0.01%
+197
314
$18.5K 0.01%
+36
315
$18.5K 0.01%
+88
316
$18.5K 0.01%
+143
317
$18.1K 0.01%
+136
318
$17.8K 0.01%
+132
319
$17.7K 0.01%
+1,828
320
$17.6K 0.01%
+2,653
321
$17.4K 0.01%
+228
322
$17.4K 0.01%
+108
323
$17.3K 0.01%
+483
324
$17.3K 0.01%
+986
325
$17.2K 0.01%
+191