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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22.3K 0.01%
315
-700
377
$22.2K 0.01%
1,165
378
$22.2K 0.01%
670
379
$22.2K 0.01%
63
-20
380
$22.1K 0.01%
39
381
$21.9K 0.01%
2,189
382
$21.8K 0.01%
517
-831
383
$21.8K 0.01%
170
-17
384
$21.7K 0.01%
3
385
$21.5K 0.01%
252
-258
386
$21.5K 0.01%
88
387
$21.4K 0.01%
62
388
$21.3K 0.01%
119
389
$21.3K 0.01%
179
390
$21.2K 0.01%
871
391
$21.2K 0.01%
32
-8
392
$21.1K 0.01%
1,089
393
$21.1K 0.01%
274
+7
394
$21K 0.01%
88
-4
395
$20.7K 0.01%
186
396
$20.6K 0.01%
292
-225
397
$20.4K 0.01%
670
398
$20.3K 0.01%
123
-65
399
$20.2K 0.01%
499
400
$20.1K 0.01%
437
14 15
16
17 18