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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.4K 0.01%
74
+5
352
$12.4K 0.01%
+515
353
$12.3K 0.01%
65
354
$12.3K 0.01%
12
355
$12.2K 0.01%
+10
356
$12.2K 0.01%
63
357
$12.1K 0.01%
49
-95
358
$12.1K 0.01%
88
359
$12.1K 0.01%
147
360
$12K 0.01%
656
361
$12K 0.01%
144
+70
362
$11.9K 0.01%
193
363
$11.9K 0.01%
950
-36
364
$11.9K 0.01%
88
-101
365
$11.8K 0.01%
54
366
$11.7K 0.01%
75
367
$11.7K 0.01%
3,000
368
$11.7K 0.01%
182
-1,225
369
$11.7K 0.01%
61
370
$11.5K 0.01%
147
371
$11.4K 0.01%
65
-271
372
$11.4K 0.01%
87
373
$11.2K 0.01%
92
-215
374
$11.2K 0.01%
121
+6
375
$11.2K 0.01%
92
-209
13 14
15
16 17