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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27.8K 0.01%
632
327
$27.8K 0.01%
3,418
328
$27.7K 0.01%
4,818
329
$27.6K 0.01%
104
330
$27.2K 0.01%
176
331
$27.2K 0.01%
296
332
$27.2K 0.01%
152
333
$27.1K 0.01%
369
+2
334
$26.8K 0.01%
318
335
$26.8K 0.01%
1,200
336
$26.8K 0.01%
2,416
337
$26.7K 0.01%
46
338
$26.7K 0.01%
239
-167
339
$26.6K 0.01%
414
-2
340
$26.2K 0.01%
907
341
$26.1K 0.01%
887
-223
342
$26.1K 0.01%
32
-7
343
$26.1K 0.01%
436
344
$25.9K 0.01%
90
345
$25.8K 0.01%
1,250
346
$25.7K 0.01%
609
347
$25.7K 0.01%
472
348
$25.7K 0.01%
101
349
$25.7K 0.01%
60
350
$25.6K 0.01%
186
12 13
14
15 16