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
$427M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$7.96M
3 +$5.98M
4
CVX icon
Chevron
CVX
+$5.41M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.61M

Sector Composition

1 Technology 8.15%
2 Industrials 4.37%
3 Financials 4.03%
4 Healthcare 2.49%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLX icon
376
Clorox
CLX
$13.4B
$22.7K 0.01%
225
+186
NET icon
377
Cloudflare
NET
$64.5B
$22.7K 0.01%
115
+2
BUFR icon
378
FT Vest Fund of Buffer ETFs
BUFR
$8.47B
$22.6K 0.01%
+659
CPRT icon
379
Copart
CPRT
$39.7B
$22.2K 0.01%
566
-208
OKE icon
380
Oneok
OKE
$46.8B
$22.1K 0.01%
301
-12
AIRR icon
381
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.66B
$21.9K 0.01%
+223
XYL icon
382
Xylem
XYL
$35.6B
$21.9K 0.01%
161
-3
MRSH
383
Marsh
MRSH
$89.4B
$21.9K 0.01%
118
-135
CW icon
384
Curtiss-Wright
CW
$24.5B
$21.5K 0.01%
39
+23
EQIX icon
385
Equinix
EQIX
$78.7B
$21.5K 0.01%
28
-2
RACE icon
386
Ferrari
RACE
$61.2B
$21.4K 0.01%
58
-1
ITW icon
387
Illinois Tool Works
ITW
$76.4B
$21.4K 0.01%
87
-13
XEL icon
388
Xcel Energy
XEL
$44.7B
$21.4K 0.01%
290
-11
WAT icon
389
Waters Corp
WAT
$23.1B
$21.3K ﹤0.01%
56
-2
EMR icon
390
Emerson Electric
EMR
$84B
$21.2K ﹤0.01%
160
-2
CNP icon
391
CenterPoint Energy
CNP
$25.9B
$21.2K ﹤0.01%
552
-3
HUT
392
Hut 8
HUT
$6.44B
$20.9K ﹤0.01%
455
+13
MNST icon
393
Monster Beverage
MNST
$76.4B
$20.9K ﹤0.01%
272
+5
HIMS icon
394
Hims & Hers Health
HIMS
$7.14B
$20.7K ﹤0.01%
637
RJF icon
395
Raymond James Financial
RJF
$33.9B
$20.6K ﹤0.01%
128
+1
IDXX icon
396
Idexx Laboratories
IDXX
$57.1B
$20.3K ﹤0.01%
30
-1
PHM icon
397
Pultegroup
PHM
$25.4B
$20.3K ﹤0.01%
173
-4
SF icon
398
Stifel
SF
$13.2B
$20.3K ﹤0.01%
162
-1
ETR icon
399
Entergy
ETR
$43.1B
$20.2K ﹤0.01%
219
-2
CRH icon
400
CRH
CRH
$82.2B
$20.2K ﹤0.01%
162
+23