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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$27.1K 0.01%
218
352
$27.1K 0.01%
152
+1
353
$27K 0.01%
130
354
$26.9K 0.01%
46
355
$26.8K 0.01%
+298
356
$26.7K 0.01%
102
-78
357
$26.7K 0.01%
+708
358
$26.6K 0.01%
4,068
+40
359
$26.6K 0.01%
185
+99
360
$26.4K 0.01%
162
+40
361
$26.4K 0.01%
+1,673
362
$26.4K 0.01%
360
+1
363
$26.4K 0.01%
139
364
$26.1K 0.01%
304
365
$26K 0.01%
741
+529
366
$25.8K 0.01%
264
367
$25.8K 0.01%
780
+516
368
$25.6K 0.01%
+20
369
$25.5K 0.01%
99
+37
370
$25.5K 0.01%
494
+304
371
$25.3K 0.01%
85
372
$25.2K 0.01%
62
373
$24.9K 0.01%
297
+112
374
$24.9K 0.01%
107
+78
375
$24.7K 0.01%
122
+113