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
301
$34.7K 0.01%
234
+95
302
$34.6K 0.01%
39
+13
303
$34.5K 0.01%
+300
304
$34.3K 0.01%
+1,001
305
$34.3K 0.01%
106
+10
306
$34.3K 0.01%
143
307
$34.3K 0.01%
416
+266
308
$34K 0.01%
73
309
$33.9K 0.01%
63
310
$33.9K 0.01%
310
-3,072
311
$33.5K 0.01%
250
+74
312
$33.2K 0.01%
+330
313
$33K 0.01%
+3,140
314
$32.6K 0.01%
420
+278
315
$32.5K 0.01%
1,421
+1,275
316
$32.2K 0.01%
436
-27
317
$32.1K 0.01%
+2,186
318
$32.1K 0.01%
404
+4
319
$31.8K 0.01%
136
+24
320
$31.7K 0.01%
117
+16
321
$30.7K 0.01%
+1,400
322
$30.7K 0.01%
173
+13
323
$30.6K 0.01%
+1,035
324
$30.5K 0.01%
+2,235
325
$30.5K 0.01%
260
+229