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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$24.7K 0.01%
+1,358
377
$24.6K 0.01%
+1,010
378
$24.4K 0.01%
176
379
$24.4K 0.01%
1,761
+1,195
380
$24.3K 0.01%
+2,030
381
$24.3K 0.01%
290
+3
382
$24.2K 0.01%
161
+32
383
$24K 0.01%
+250
384
$23.9K 0.01%
400
385
$23.9K 0.01%
139
386
$23.9K 0.01%
190
-9
387
$23.6K 0.01%
660
388
$23.4K 0.01%
118
389
$23.4K 0.01%
296
390
$23.3K 0.01%
+670
391
$23K 0.01%
+3,201
392
$22.6K 0.01%
1,249
393
$22.1K 0.01%
7
394
$21.9K 0.01%
83
+21
395
$21.8K 0.01%
+524
396
$21.8K 0.01%
660
397
$21.7K 0.01%
75
398
$21.6K 0.01%
2,156
399
$21.5K 0.01%
+112
400
$21.5K 0.01%
159
-52