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
351
$25.6K 0.01%
660
352
$25.5K 0.01%
178
-274
353
$25.5K 0.01%
10,241
354
$25.3K 0.01%
59
355
$25.3K 0.01%
102
356
$25.3K 0.01%
75
357
$24.8K 0.01%
222
358
$24.7K 0.01%
122
359
$24.5K 0.01%
141
360
$24.3K 0.01%
150
361
$24.2K 0.01%
296
+2
362
$24.2K 0.01%
211
-7
363
$23.9K 0.01%
139
364
$23.9K 0.01%
131
-11
365
$23.8K 0.01%
136
-4
366
$23.7K 0.01%
654
367
$23.5K 0.01%
170
368
$23.3K 0.01%
191
369
$23.1K 0.01%
964
-542
370
$23.1K 0.01%
264
371
$23K 0.01%
208
372
$23K 0.01%
306
373
$22.9K 0.01%
161
-1,079
374
$22.7K 0.01%
2,030
375
$22.4K 0.01%
65
-64
13 14
15
16 17