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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$16.9K 0.01%
314
+232
327
$16.9K 0.01%
36
328
$16.8K 0.01%
207
+92
329
$16.4K 0.01%
121
330
$16.2K 0.01%
409
+328
331
$16.2K 0.01%
72
332
$16.2K 0.01%
92
333
$16.1K 0.01%
205
334
$16.1K 0.01%
493
+421
335
$16K 0.01%
62
+25
336
$15.9K 0.01%
27
+11
337
$15.9K 0.01%
178
338
$15.9K 0.01%
265
+109
339
$15.7K 0.01%
50
340
$15.7K 0.01%
330
+217
341
$15.5K 0.01%
107
342
$15.5K 0.01%
414
+214
343
$15.4K 0.01%
388
+232
344
$15.4K 0.01%
285
345
$15.4K 0.01%
187
346
$15.3K 0.01%
+558
347
$15.3K 0.01%
62
348
$15K 0.01%
282
349
$14.9K 0.01%
191
350
$14.3K 0.01%
166