FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27.3K 0.01%
527
+91
327
$27.2K 0.01%
164
-54
328
$27.2K 0.01%
72
+14
329
$26.9K 0.01%
35
+11
330
$26.7K 0.01%
223
+53
331
$26.2K 0.01%
802
-85
332
$26.1K 0.01%
275
-91
333
$25.9K 0.01%
192
+1
334
$25.6K 0.01%
32
335
$25.6K 0.01%
2,056
-100
336
$25.5K 0.01%
1,854
-1,320
337
$25.3K 0.01%
229
+18
338
$25.2K 0.01%
139
339
$25.1K 0.01%
244
+22
340
$24.7K 0.01%
645
+13
341
$24.6K 0.01%
49
+18
342
$24.5K 0.01%
64
+2
343
$24.5K 0.01%
112
-106
344
$24.3K 0.01%
81
+9
345
$24.1K 0.01%
128
-35
346
$24K 0.01%
54
-23
347
$24K 0.01%
97
-5
348
$23.9K 0.01%
30
-2
349
$23.6K 0.01%
76
+1
350
$23.5K 0.01%
151
+28
12 13
14
15 16