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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.4K 0.01%
+200
377
$12.3K 0.01%
+114
378
$12.3K 0.01%
+285
379
$12.1K 0.01%
+852
380
$11.9K 0.01%
+526
381
$11.9K 0.01%
+122
382
$11.9K 0.01%
+99
383
$11.8K 0.01%
+656
384
$11.6K 0.01%
+3,000
385
$11.5K 0.01%
+147
386
$11.5K 0.01%
+103
387
$11.3K 0.01%
+37
388
$11.3K 0.01%
+36
389
$11K 0.01%
+1,360
390
$11K 0.01%
+40
391
$10.7K 0.01%
+75
392
$10.7K 0.01%
+185
393
$10.7K 0.01%
+182
394
$10.6K 0.01%
+65
395
$10.6K 0.01%
+48
396
$10.5K 0.01%
+389
397
$10.4K 0.01%
+54
398
$10.3K 0.01%
+4
399
$10.3K 0.01%
+318
400
$10.2K 0.01%
+63