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
401
$10.2K 0.01%
+246
402
$10.2K 0.01%
+356
403
$10.2K 0.01%
+147
404
$10.1K 0.01%
+195
405
$10.1K 0.01%
+437
406
$10.1K 0.01%
+325
407
$10.1K 0.01%
+83
408
$10.1K 0.01%
+49
409
$10.1K 0.01%
+61
410
$9.99K 0.01%
+69
411
$9.98K 0.01%
+287
412
$9.98K 0.01%
+20
413
$9.92K 0.01%
+150
414
$9.82K 0.01%
+83
415
$9.81K 0.01%
+578
416
$9.78K 0.01%
+87
417
$9.62K 0.01%
+60
418
$9.6K 0.01%
+49
419
$9.53K 0.01%
+70
420
$9.51K 0.01%
+184
421
$9.49K 0.01%
+876
422
$9.48K 0.01%
+193
423
$9.47K 0.01%
+48
424
$9.46K 0.01%
+57
425
$9.45K 0.01%
+164