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
351
$14.5K 0.01%
+121
352
$14.5K 0.01%
+91
353
$14.4K 0.01%
+76
354
$14.2K 0.01%
+50
355
$14K 0.01%
+971
356
$13.7K 0.01%
+224
357
$13.6K 0.01%
+397
358
$13.6K 0.01%
+197
359
$13.5K 0.01%
+87
360
$13.4K 0.01%
+37
361
$13.4K 0.01%
+29
362
$13.4K 0.01%
+128
363
$13.4K 0.01%
+333
364
$13.4K 0.01%
+194
365
$13.4K 0.01%
+88
366
$13.3K 0.01%
+379
367
$13.3K 0.01%
+129
368
$13.1K 0.01%
+502
369
$13.1K 0.01%
+139
370
$13K 0.01%
+567
371
$12.9K 0.01%
+224
372
$12.9K 0.01%
+360
373
$12.8K 0.01%
+36
374
$12.8K 0.01%
+28
375
$12.7K 0.01%
+577