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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.4K 0.01%
90
377
$12.4K 0.01%
147
378
$12.4K 0.01%
147
379
$12.2K 0.01%
121
380
$12.2K 0.01%
70
381
$12K 0.01%
190
+60
382
$11.9K 0.01%
37
383
$11.9K 0.01%
971
+303
384
$11.9K 0.01%
65
385
$11.9K 0.01%
61
386
$11.9K 0.01%
67
387
$11.8K 0.01%
76
-37
388
$11.8K 0.01%
+1,093
389
$11.6K 0.01%
83
+32
390
$11.5K 0.01%
49
391
$11.4K 0.01%
182
392
$11.4K 0.01%
87
393
$11.1K 0.01%
88
394
$11K 0.01%
62
395
$11K 0.01%
182
396
$11K 0.01%
49
-14
397
$10.9K 0.01%
152
398
$10.9K 0.01%
310
399
$10.8K 0.01%
167
+101
400
$10.8K 0.01%
29
+19