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
326
$17K 0.01%
+124
327
$16.9K 0.01%
+234
328
$16.9K 0.01%
+114
329
$16.8K 0.01%
+227
330
$16.8K 0.01%
+699
331
$16.8K 0.01%
+62
332
$16.6K 0.01%
+68
333
$16.5K 0.01%
+360
334
$16.3K 0.01%
+395
335
$16.3K 0.01%
+785
336
$16.2K 0.01%
+205
337
$16.1K 0.01%
+417
338
$16.1K 0.01%
+62
339
$15.9K 0.01%
+67
340
$15.6K 0.01%
+171
341
$15.5K 0.01%
+282
342
$15.4K 0.01%
+2,597
343
$15.2K 0.01%
+422
344
$15.1K 0.01%
+32
345
$15K 0.01%
+431
346
$14.8K 0.01%
+107
347
$14.8K 0.01%
+72
348
$14.8K 0.01%
+450
349
$14.8K 0.01%
+92
350
$14.6K 0.01%
+118