FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
376
Elevance Health
ELV
$72.1B
$25.5K 0.01%
87
+8
MRVL icon
377
Marvell Technology
MRVL
$138B
$25.3K 0.01%
255
+74
SPGI icon
378
S&P Global
SPGI
$133B
$25.1K 0.01%
59
+9
ATO icon
379
Atmos Energy
ATO
$30.2B
$24.9K 0.01%
135
+46
JBL icon
380
Jabil
JBL
$35.5B
$24.7K 0.01%
93
+57
BA icon
381
Boeing
BA
$182B
$24.7K 0.01%
124
-1,448
XLE icon
382
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$24.5K 0.01%
400
UPS icon
383
United Parcel Service
UPS
$89.5B
$24.5K 0.01%
249
-2,260
MCO icon
384
Moody's
MCO
$83.1B
$24.4K 0.01%
56
+2
ODFL icon
385
Old Dominion Freight Line
ODFL
$45.8B
$24.4K 0.01%
125
+66
JQUA icon
386
JPMorgan US Quality Factor ETF
JQUA
$7.4B
$24.3K 0.01%
396
CBRE icon
387
CBRE Group
CBRE
$45B
$24.2K 0.01%
179
-39
HOLX
388
DELISTED
Hologic
HOLX
$24.1K 0.01%
319
AON icon
389
Aon
AON
$70B
$23.9K 0.01%
74
+26
BJ icon
390
BJs Wholesale Club
BJ
$12.4B
$23.6K 0.01%
240
+147
CF icon
391
CF Industries
CF
$18.8B
$23.5K 0.01%
181
+86
SOUN icon
392
SoundHound AI
SOUN
$3.5B
$23.5K 0.01%
3,417
-163
EW icon
393
Edwards Lifesciences
EW
$47B
$23.2K 0.01%
290
+55
RGLD icon
394
Royal Gold
RGLD
$21.3B
$23.2K 0.01%
91
+29
CL icon
395
Colgate-Palmolive
CL
$66.1B
$23K 0.01%
270
+102
XYL icon
396
Xylem
XYL
$29.3B
$22.9K 0.01%
192
+31
MTZ icon
397
MasTec
MTZ
$29.7B
$22.8K 0.01%
71
+47
ACGL icon
398
Arch Capital
ACGL
$34.5B
$22.8K 0.01%
237
+49
DRI icon
399
Darden Restaurants
DRI
$22.9B
$22.7K 0.01%
116
-48
RJF icon
400
Raymond James Financial
RJF
$30.5B
$22.7K 0.01%
157
+29